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1121 Boyce Road #1200B, Pittsburgh, PA 15241 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-04-08 |
| PA | RA | APPROVED | 2026-02-20 |
Branch Locations
1121 Boyce Road #1200B, Pittsburgh, PA 15241 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Leetown Advisors Llc | Ankeny | IA | 02/2024 | 02/2025 |
| Captain Derek's Dolphin Adventure | Tybee Island | GA | 09/2021 | 09/2024 |
| Georgia Southern University | Statesboro | GA | 07/2015 | Present |
| N/A | Statesboro | GA | 06/2019 | 06/2021 |
| Fiduciary Financial Advisors | Grand Rapids | MI | 09/2024 | 12/2024 |
| Ivy Bridge Planning, Llc | Savannah | GA | 08/2024 | Present |
| Vagabond Cruises (Aka Savannah Harbor Cruises) | Savannah | GA | 05/2025 | 08/2025 |
| Capstone Wealth Partners, Ltd. | Dublin | OH | 03/2023 | 11/2023 |
| Etch Financial Llc | South Park | PA | 01/2026 | Present |
Name: Georgia Southern University. Investment-related: No. Address: 1332 Southern Drive, Statesboro, GA 30458. Nature: Secondary education. Position/title: Professor. Start date: 7/2015. Approximate hours/month: 40. Hours/trading hours: 10. Duties: Teaches philosophy and religious studies. Name: Ivy Bridge Planning, LLC. Investment-related: No. Address: 10 Federal Street, Suite 410, Salem, MA 01970. Nature: College aid planning. Position/title: College planner. Start date: 9/2025. Approximate hours/month: 80. Hours/trading hours: 10. Duties: Provide college planning services to clients of College Aid Pro (an unaffiliated entity).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-02 |
| S66 | Uniform Combined State Law Examination | 2008-07-11 |
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