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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-04-19 |
| NY | RA | APPROVED | 2024-03-26 |
| PA | RA | APPROVED | 2024-03-26 |
Branch Locations
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
100 West Matsonford Road Suite 4-200, Radnor, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Century Investments | Kansas City | MO | 10/2008 | 05/2017 |
| Hefren Tillotson | Pittsburgh | PA | 08/2017 | 01/2021 |
| Fort Pitt Capital Group | Pittsburgh | PA | 01/2021 | 03/2023 |
| Raymond James & Associates, Inc. | Pittsburgh | PA | 03/2023 | 03/2024 |
| Mercer Global Advisors Inc. | Radnor | PA | 03/2024 | Present |
| Tristate Capital Bank | Pittsburgh | PA | 03/2023 | 03/2024 |
1. Catholic Men's Fellowship of Pittsburgh; Not investment-related; Pittsburgh, PA: Organization dedicated to assisting men in the development of their Catholic faith; Board Member; 12/10/2024; 4 hours per month; 0 hours during securities trading hours; Providing advice and counsel around the organization's mission. 2. Ed maintains a resident producer, individual accident and health, life and fixed annuities, and variable life/variable annuities. He is not receiving any residual commissions.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-12-13 |
| S66 | Uniform Combined State Law Examination | 2004-09-17 |
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