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Samuel Peter Hopps

Interchange Capital Partners

Pittsburgh, PA

CRD 8122834

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Employer firm

Interchange Capital Partners CRD 309314

$744M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Interchange Capital Partners

301 Grant Street Suite 3550, Pittsburgh, PA 15219 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-07-02
  • PA RA
    APPROVED
    Since 2025-07-02

Branch Locations

301 Grant Street Suite 3550, Pittsburgh, PA 15219 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Interchange Capital Partners Pittsburgh PA 03/2023 Present
Industrial Scientific Corporation Pittsburgh PA 11/2019 03/2023
Metro Benefits, Inc. Pittsburgh PA 05/2019 11/2019
Legend Financial Advisors Pittsburgh PA 12/2017 04/2019
Beaver Steel Carnegie PA 06/2015 12/2017
  • 03/2023 → Present
    Interchange Capital Partners
    Pittsburgh, PA
  • 11/2019 → 03/2023
    Industrial Scientific Corporation
    Pittsburgh, PA
  • 05/2019 → 11/2019
    Metro Benefits, Inc.
    Pittsburgh, PA
  • 12/2017 → 04/2019
    Legend Financial Advisors
    Pittsburgh, PA
  • 06/2015 → 12/2017
    Beaver Steel
    Carnegie, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-02
  • S65 Uniform Investment Adviser Law Examination
    2021-07-02
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Offices

ALLEGHENY FINANCIAL GROUP · PITTSBURGH, PA
ALLEGHENY INVESTMENTS · PITTSBURGH, PA
ANALYTX CAPITAL MANAGEMENT LP · PITTSBURGH, PA

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