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8160 Perry Highway, Pittsburgh, PA 15237 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-08-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Optimus Technologies | Pittsburgh | PA | 07/2024 | 05/2025 |
| Milestone Asset Management, Llc | Pittsburgh | PA | 08/2025 | Present |
| Hyosung | Irving | TX | 10/2022 | 05/2024 |
| Unemployed | Allison Park | PA | 06/2022 | 10/2022 |
| Convergeone | Bloomington | MN | 06/2017 | 06/2022 |
| Unemployed | Allison Park | PA | 05/2025 | 08/2025 |
| Reed Smith Llp | Pittsburgh | PA | 06/2002 | 06/2017 |
West Financial Group Inc., Investment related, 8160 Perry Highway, Pittsburgh, PA; Insurance Sales; September 30, 2025; 20 hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-29 |
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