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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-01-19 |
Branch Locations
4232 Northern Pike Suite 301, Monroeville, PA 15146 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 04/2016 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 04/2016 | 03/2019 |
| Woodbury Financial Services, Inc. | Monroeville | PA | 03/2019 | Present |
| Woodbury Financial Services, Inc. | Monroeville | PA | 03/2019 | 01/2024 |
| Osaic Wealth, Inc. | Monroeville | PA | 01/2024 | Present |
1) RONALD LOPRESTI POSITION: Insurance Agent. NATURE: Fixed insurance products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 04/18/2016 ADDRESS: 4232 Northern Pike, Suite 301, Monroeville PA 15146 DESCRIPTION: Maintain client files, meetings with clients. Plan management. 2) L&W HOLDINGS, LLC POSITION: partner NATURE: LLC/Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/16/2016 ADDRESS: 4232 Northern Pike, Suite 301, Monroeville PA 15146, United States DESCRIPTION: Paid bills, corporate set-up for payment of expenses. 3) WEISS LOPRESTI CAPITAL MANAGEMENT POSITION: partner/registered representative NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 02/10/2015 ADDRESS: 4232 Northern Pike, Suite 301, Monroeville PA 15146, United States DESCRIPTION: Prospect clients and provide service to existing clients. 4) RONALD T. LOPRESTI POSITION: representative NATURE: individual INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1999 ADDRESS: 4232 Northern Pike, Suite 301, Monroeville PA 15146, United States DESCRIPTION: Provide clients with term and UL insurance products.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-03-22 |
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