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Stone Quarry Crossing 811 Camp Horne Road, Suite 100, Pittsburgh, PA 15237 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 1994-06-17 |
Branch Locations
Stone Quarry Crossing 811 Camp Horne Road, Suite 100, Pittsburgh, PA 15237 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allegheny Investments, Ltd. | Pittsburgh | PA | 09/1992 | Present |
TAX RETURN PREPARATION. NON INV. RELATED. LESS THAN 1 HR/MO, 0 HR/MO/TRADING, $200.00 ANNUAL COMP ERIE METAL BASKET, BOD/INVESTOR, MANUFACTURING, OPERATIONS AND AFFAIRS OF THE LLC, INVESTMENT RELATED, 1-2 HR/MO, 1-2 HR/MO/TRADING, AFG INCENTIVE FEES. MICHAEL MONTILEONE, TRUSTEE, TRUSTEE, TRUSTEE, 10-25 HOURS/YEAR, 0 HR/MO/TRADING, $5,000, MAKE PAYMENTS ON BEHALF OF BENEFICIARIES AND OTHER TRUSTEE DUTIES, 0 SHARES Treasurer;Gunny's Ridge; Veteran and First Responder Assistance; Provide financial assistance and tracking of organizational monies START DATE 4/16/2025; INVESTMETN RELATED;$0 COMPENSATION; 1 HOUR/WEEK; 15 MINUTES DURING TRADE HOURS; NOT PUBLIC CORP; 0 SHARES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-08 |
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