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9130 Galleria Court Third Floor, Naples, FL 34109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-12 |
| PA | RA | APPROVED | 2026-06-10 |
Branch Locations
999 Eisenhower Blvd., Suite H, Johnston, PA 15904 • United States
9130 Galleria Court Third Floor, Naples, FL 34109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cwa Asset Management Group, Llc | Johnstown | PA | 12/2025 | Present |
| F.N.B. Corporation | Hollidaysburg | PA | 06/2023 | 12/2025 |
| Pnc Bank | Erie | PA | 03/2018 | 11/2019 |
| First Commonwealth Bank | Indiana | PA | 06/2016 | 03/2018 |
| Indiana University Of Pennsylvania | Indiana | PA | 01/2016 | 12/2017 |
| Pnc Bank | Erie | PA | 11/2019 | 09/2021 |
| Pnc Bank | Erie | PA | 09/2021 | 06/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-10 |
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