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One Oxford Centre 301 Grant Street, Suite 3950, Pittsburgh, PA 15219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-04-26 |
Branch Locations
One Oxford Centre 301 Grant Street, Suite 3950, Pittsburgh, PA 15219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Pittsburgh | PA | 06/2013 | 02/2018 |
| Raymond James Financial Services Advisors Inc. | Pittsburgh | PA | 09/2013 | 02/2018 |
| Shorebridge Wealth Management | Pittsburgh | PA | 06/2013 | 02/2018 |
| Staley Capital Advisers, Inc. | Pittsburgh | PA | 03/2018 | 01/2020 |
| Staley Capital Advisers, Inc. | Pittsburgh | PA | 01/2020 | Present |
1) Western Pennsylvania School for the Deaf (entity not investment related) 300 East Swissvale Ave, Pittsburgh PA 15218, non-profit school, Board Member (oversight of all aspects of school operations), Vice Chair, start 9/2010, approx 2 hrs per month, 1 of which is during trading hours. Not compensated.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-26 |
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