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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-07-14 |
| TX | RA | APPROVED_RES | 2026-05-20 |
Branch Locations
1606 Carmody Ct Ste 401, Sewickley, PA 15143 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allegheny Financial Group, Ltd | Pittsburgh | PA | 07/2005 | 08/2022 |
| Wells Fargo Clearing Services, Llc | Canonsburg | PA | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 2026-03-25 |
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