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30300 Chagrin Boulevard, Pepper Pike, OH 44124-5725 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-07-29 |
Branch Locations
1500 Ashwood Drive Suite 1504, Canonsburg, PA 15317 • United States
30300 Chagrin Boulevard, Pepper Pike, OH 44124-5725 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fi360, Inc | Pittsburgh | PA | 03/2015 | 06/2017 |
| Pnc Investments | Pittsburgh | PA | 05/2018 | 06/2021 |
| Unemployed | Pittsburgh | PA | 06/2017 | 05/2018 |
| Carnegie Investment Counsel | Canonsburg | PA | 07/2021 | 05/2024 |
| Carnegie Investment Counsel | Canonsburg | PA | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-10-02 |
| S65 | Uniform Investment Adviser Law Examination | 2018-03-22 |
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