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Inactive

Maria Carla Devlin

Dwd Portfolio Solutions, Inc.

Pittsburgh, PA

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Current Employers
Dwd Portfolio Solutions, Inc.

151 Roessler Rd Suite 103, Pittsburgh, PA 15220 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-06-16
PA RA APPROVED 1995-01-11
  • TX RA
    APPROVED
    Since 2022-06-16
  • PA RA
    APPROVED
    Since 1995-01-11

Branch Locations

151 Roessler Rd Suite 103, Pittsburgh, PA 15220 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dwd Portfolio Solutions, Inc. Pittsburgh PA 10/1994 Present
Pacific Portfolio Consulting, Llc Seattle WA 01/2008 03/2024
Primesolutions Advisors, Llc Pittsburgh PA 06/2017 01/2018
Previous Registrations
  • 2008-02-29 → 2024-04-01
    Pacific Portfolio Consulting, Llc
    Seattle, WA
  • 2017-06-01 → 2018-03-15
    Primesolutions Advisors, Llc
    Pittsburgh, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-02-04
S63 Uniform Securities Agent State Law Examination 1991-09-10
  • S65 Uniform Investment Adviser Law Examination
    1992-02-04
  • S63 Uniform Securities Agent State Law Examination
    1991-09-10
Designations
Other Names
  • Carla Devlin
  • M Carla Devlin
  • Mariacarla Boniface
  • Mariacarla Devlin

View on SEC IAPD

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Other Offices

ALLEGHENY FINANCIAL GROUP · PITTSBURGH, PA
ALLEGHENY INVESTMENTS · PITTSBURGH, PA
ANALYTX CAPITAL MANAGEMENT LP · PITTSBURGH, PA
CWM, LLC · Pittsburgh, PA
LPL FINANCIAL LLC · BELLEVUE, PA
DS WEALTH ADVISORS, INC. · PITTSBURGH, PA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PITTSBURGH, PA
WESBANCO SECURITIES, INC. · PITTSBURGH, PA

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