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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-11-24 |
| DC | RA | APPROVED | 2025-11-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank | Vienna | VA | 07/2016 | 09/2016 |
| Suntrust Investment Services | Atlanta | GA | 07/2016 | 09/2016 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 09/2016 |
| Td Private Client Wealth Llc | Vienna | VA | 10/2016 | 01/2018 |
| Td Bank, N.A. | Vienna | VA | 10/2016 | 01/2018 |
| Bancwest Investment Services | Denver | CO | 01/2018 | 06/2018 |
| Bank Of The West | Denver | CO | 01/2018 | 06/2018 |
| Pnc Investments | Pittsburgh | PA | 07/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-12 |
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