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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-06-18 |
Branch Locations
498 Market Street, Basalt, CO 81621 • United States
2014 Grand Avenue, Glenwood Springs, CO 81601 • United States
601 E Hopkins Avenue, Aspen, CO 81611 • United States
791 Highway 133, Carbondale, CO 81623 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo, Advisors Financial Network Llc | Baltimore | MD | 08/2007 | 04/2021 |
| Sachetta & Callahan, Llc | Baltimore | MD | 04/2021 | 04/2025 |
| Massmutual Life Insurance Co | Hunt Valley | MD | 05/2025 | 06/2026 |
| Mml Investors Services, Llc | Hunt Valley | MD | 05/2025 | 06/2026 |
| Lenox Advisors | Hunt Valley | MD | 05/2025 | 06/2026 |
| Sachetta, Llc | Baltimore | MD | 04/2021 | 12/2024 |
| Pnc Wealth Management, Llc | Carbondale | CO | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-06-24 |
| S65 | Uniform Investment Adviser Law Examination | 1993-05-17 |
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