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9130 Galleria Court Third Floor, Naples, FL 34109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-05 |
| PA | RA | APPROVED | 2026-03-03 |
Branch Locations
9130 Galleria Court Third Floor, Naples, FL 34109 • United States
Erie, PA • United States
2626 W 8Th Street, Erie, PA 16505 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Takeda | Erie | PA | 04/2015 | 06/2017 |
| Redhill Biopharma Ltd. | Erie | PA | 06/2017 | 04/2018 |
| Osiris Therapeutics | Erie | PA | 04/2018 | 07/2019 |
| Smith & Nephew | Erie | PA | 07/2019 | 04/2022 |
| F.N.B. Corporation | Erie | PA | 04/2022 | 10/2025 |
| Cwa Asset Management Group, Llc | Erie | PA | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-03 |
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