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1121 Boyce Road #1200B, Pittsburgh, PA 15241 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-06-24 |
Branch Locations
Pittsburgh, PA • United States
1121 Boyce Road #1200B, Pittsburgh, PA 15241 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Etch Financial Llc | South Park | PA | 04/2026 | Present |
| College Aid Pro, Inc. | Salem | MA | 03/2026 | Present |
| Student Loans Gotta Go Llc | South Park | PA | 06/2025 | Present |
| Cbre | Pittsburgh | PA | 11/2024 | 05/2026 |
| Jones Lang Lasalle Ip, Inc. | Pittsburgh | PA | 11/2023 | 11/2025 |
| Aries Agencies | Pittsburgh | PA | 08/2022 | 10/2022 |
| Longhorn Steakhouse | Pittsburgh | PA | 08/2021 | 08/2023 |
| Longue Vue Club | Pittsburgh | PA | 05/2016 | 08/2025 |
| Saint Vincent College | Greensburg | PA | 08/2018 | 05/2022 |
1) Name: College Aid Pro, Inc. Investment-related: No. Address: 10 Federal Street, Suite 410, Salem, MA 01970. Nature: College aid planning. Position/title: Sales representative. Start date: 3/2026. Approximate hours/month: 20-30. Hours/trading hours: 15-25. Duties: Sales for college planning services. 2) Name: Student Loans Gotta Go LLC. Investment-related: No. Address: 2977 Amy Drive, South Park, PA 15129. Nature: College aid planning. Position/title: Student loan consultant. Start date: 6/2025. Approximate hours/month: 5-10. Hours/trading hours: 5-10. Duties: College planning services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-30 |
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