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436 Seventh Avenue Suite 2800, Pittsburgh, PA 15219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-07-31 |
| PA | RA | APPROVED | 2015-10-01 |
Branch Locations
436 Seventh Avenue Suite 2800, Pittsburgh, PA 15219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2015 | 12/2024 |
| Db Root & Company, Llc | Pittsburgh | PA | 10/2015 | Present |
1) Fixed Insurance, Koppers Building, Suite 2800, Pittsburgh, PA 15219. 10/2015-present, 5 hours/month during trading, selling fixed insurance products. 2) Rental Property; not investment related; 4773 Tennis Club Villas, Kiawah, SC 29455; Rental Income; Owner; Start 08/3/2023; 0 hrs/mo; 0hrs during trading; Collecting rental income from second home.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-30 |
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