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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-04-23 |
Branch Locations
30100 Chagrin Blvd Suite 101, Pepper Pike, OH 44124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Cleveland | OH | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Cleveland | OH | 11/2016 | 03/2026 |
| Pnc Wealth Management, Llc | Pepper Pike | OH | 04/2026 | Present |
04/30/2026 / Treasurer-Assistant Treasurer / Holistic Individual Parkinson's Program / Non-investment related / Zero hours during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-02 |
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