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92 East Main Street Suite 203, Somerville, NJ 08876 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-12-03 |
Branch Locations
92 East Main Street Suite 203, Somerville, NJ 08876 • United States
307 Fourth Avenue Suite 1300, Pittsburgh, PA 15222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fort Pitt Capital Group | Pittsburgh | PA | 09/1999 | 04/2018 |
| Citizens Bank | Pittsburgh | PA | 04/2018 | 04/2019 |
| Solenture, Llc | Pittsburgh | PA | 11/2019 | Present |
| Lion Street Financial | Pittsburgh | PA | 11/2019 | Present |
| Lion Street Advisors | Pittsburgh | PA | 11/2019 | Present |
| Unemployed | Pittsburgh | PA | 05/2019 | 10/2019 |
| Reedmark Advisors, Llc | Pittsburgh | PA | 11/2024 | Present |
| Integrity Alliance, Llc. | Pittsburgh | PA | 11/2025 | Present |
1.SOLENTURE, LLC POSITION: Employee NATURE: Consulting, Wealth Management, Insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/01/2019 ADDRESS: 307 4TH AVE, Suite 1300, Pittsburgh PA 15222-2108, United States DESCRIPTION: As Director of Wealth Management, I spend my time working with prospects and clients of Solenture with their financial planning and wealth management needs. I hold the Certified Financial Planner (CFP) designation. My responsibilities are to help clients understand how to best reach their financial goals through the financial planning process. These discussions usually center around saving and investing their assets properly in order to have funds to use for their future goals (typically retirement). Once a plan of action is agreed upon, I will assist the client on how best to invest their funds. I hold myself out as a fiduciary in these professional relationships.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-02-18 |
| S65 | Uniform Investment Adviser Law Examination | 1997-07-23 |
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