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Mcdonald, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-02-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Highmark Health Solutions | Pittsburgh | PA | 12/2014 | 05/2018 |
| Ico Alert | Pittsburgh | PA | 05/2018 | 12/2018 |
| Leobi | Pittsburgh | PA | 12/2018 | 05/2019 |
| Govini | Pittsburgh | PA | 05/2019 | 08/2020 |
| Freedomtrust Llc | Pittsburgh | PA | 08/2020 | 03/2021 |
| Freedomtrust Llc | Pittsburgh | PA | 02/2024 | Present |
| Pittsburgh | PA | 03/2021 | 01/2024 | |
| Kpmg | Pittsburgh | PA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-13 |
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