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44 Abele Road Suite 400, Bridgeville, PA 15017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-11-17 |
Branch Locations
989 Old Eagle School Road Suite 810, Wayne, PA 19087 • United States
44 Abele Road Suite 400, Bridgeville, PA 15017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Market Street | Plano | TX | 08/2017 | 08/2018 |
| California Pizza Kitchen | Plano | TX | 05/2020 | 08/2022 |
| Aflac | Frisco | TX | 05/2023 | 08/2023 |
| Waldron Private Wealth | Bridgeville | PA | 01/2024 | 04/2025 |
| Waldron Private Wealth | Wayne | PA | 04/2025 | Present |
| All Saints Catholic School | Dallas | TX | 07/2015 | 08/2017 |
| John Paul Ii High School | Plano | TX | 08/2017 | 08/2021 |
| University Of Pittsburgh | Pittsburgh | PA | 08/2021 | 04/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-17 |
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