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2790 Mosside Blvd Suite 640, Monroeville, PA 15146 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-03-06 |
Branch Locations
2790 Mosside Blvd Suite 640, Monroeville, PA 15146 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marion Wealth Management | Monroeville | PA | 06/2025 | Present |
| Jw Synder Llc | Export | PA | 05/2022 | 11/2023 |
| Target | Monroeville | PA | 09/2019 | 07/2022 |
| Duquesne University | Pittsburgh | PA | 08/2021 | 05/2022 |
| Student Transportation Of America | Monroeville | PA | 06/2018 | 06/2020 |
| Student | Monroeville | PA | 01/2016 | 05/2021 |
| Marion Wealth Management | Monroeville | PA | 09/2024 | 06/2025 |
| Marion Wealth Management | Monroeville | PA | 11/2023 | 09/2024 |
Fixed Insurance; Monroeville, Pennsylvania; Investment Related; Fixed Insurance; does not currently provide insurance services as an insurance agent and does not actively engage in product sales with clients; 07/29/2022, 0 hours per month devoted, 0 hours per month devoted, Fixed Insurance licensed held.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-01 |
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