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11201 Se 8Th Street, Suite 105, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-04-03 |
Branch Locations
1195 Washington Pike Suite 100, Bridgeville, PA 15017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pittsburgh Financial Planners, Inc. | Bridgeville | PA | 05/2016 | 03/2026 |
| Asset One Wealth Management, Llc | Bridgeville | PA | 03/2026 | Present |
BYATES ENTERPRISES, LLC MANAGING MEMBER TO PROVIDE SERVICES TO PITTSBURGH FINANCIAL PLANNERS, INC AND TO CONDUCT OTHER BUSINESS CONSULTING ACTIVITIES. THIS ENTITY MAY ENGAGE IN OTHER BUSINESS ACTIVITY UNRELATED TO PITTSBURGH FINANCIAL PLANNERS, INC. TIME DEVOTED: 10 HOURS/WEEK THE IAR RECEIVES COMPENSATION SINCE 07/18/2023 IRON CITY LACROSSE CLUB TRAVEL LACROSSE CLUB COACH SINCE 09/2023 NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-26 |
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