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301 Grant Street Suite 3550, Pittsburgh, PA 15219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-07-02 |
Branch Locations
301 Grant Street Suite 3550, Pittsburgh, PA 15219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-02 |
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