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5001 Spring Valley Road Suite 810W, Dallas, TX 75244 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-08 |
Branch Locations
2605 Nicholson Rd, Ste 2303, Sewickley, PA 15143 • United States
5001 Spring Valley Road Suite 810W, Dallas, TX 75244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dick's Sporting Goods | Cranberry | PA | 08/2020 | 08/2022 |
| Vineyard Vines | Pittsburgh | PA | 07/2022 | Present |
| Moco Express | Mars | PA | 07/2022 | Present |
| Mars Area School District | Mars | PA | 08/2012 | 06/2022 |
| Butler County Community College | Butler | PA | 08/2022 | 05/2024 |
| Robert Morris University | Moon | PA | 08/2024 | Present |
| Org Partners | Sewickley | PA | 01/2025 | 01/2026 |
| Ascentis Independent Advisors | Dallas | TX | 01/2026 | Present |
Associated for Benchmark Financial- 22 hours per week. Acts as a financial planning associate. Benchmark is a DBA for ORG Partners Vineyard Vines- 1000 Ross Park Mall Dr, Pittsburgh, PA - Sales clerk in store for approximately 2 hours per week. This is not investment related. MOCO Express- 9006 Audubon Dr, Mars, PA- Technician- changes oil in vehicles. 10 hours per month; not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-18 |
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