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44 Abele Road Suite 400, Bridgeville, PA 15017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-12-12 |
| PA | RA | APPROVED | 2004-12-13 |
Branch Locations
44 Abele Road Suite 400, Bridgeville, PA 15017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waldron Private Wealth, Llc | Bridgeville | PA | 01/2002 | 11/2022 |
| Waldron Private Wealth, Llc | Bridgeville | PA | 11/2022 | Present |
1) 2007- FOOTBALL REFEREE 7024 CLUBVIEW DR. BRIDGEVILLE, PA 15017, NON-INVESTMENT RELATED, APPROXIMATELY 25 HOURS PER MONTH NO TIME DURING SECURITY TRADING HOURS. 2) LoBo One LLC, investment-related, 2071 Blackberry Lane Valencia, PA 1605, Angel Investing where capital is invested in start-up companies in exchange for equity or convertible debt, Member, started 05/2021, approximately 3 hours per month, none during securities trading hours, investor 3) Insurance agent; investment related, 44 Abele Rd, Suite 400, Bridgeville, PA 15017; started 09/2021; approximately 1-2 hours per month during securities trading hours. 4) KEVIN SEARFOSS AS TRUSTEE; INVESTMENT RELATED; 44 ABELE RD, STE 400, BRIDGEVILLE, PA 15017; SERVING AS TRUSTEE; STARTED 07/2022; 5-10 HRS PER MONTH, LESS THAN 1 DURING TRADING; SERVE AS TRUSTEE ON CLIENT TRUSTS FOR THEIR BENEFIT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-21 |
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