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530 William Penn Place, Pittsburgh, PA 15219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-12-23 |
Branch Locations
130 S. Main Street, Suite 500, Greenville, SC 29601 • United States
530 William Penn Place, Pittsburgh, PA 15219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Red Bank | NJ | 01/2013 | 04/2020 |
| Fidelity Brokerage Services Llc | Millburn | NJ | 04/2020 | 03/2022 |
| Fidelity Investments | Greenville | SC | 03/2022 | 12/2025 |
| Cookson Peirce & Co., Inc. | Pittsburgh | PA | 12/2025 | Present |
OBA-109318|OrgNmn:Laurel Creek Reserve Homeowners Asssociation Board|Org Addr:Greenville,South Caro,US|OBA Nature:Homeowners Association Board|Invst Rel:N|Title:Treasurer|Duties:Treasurer of Homeowners Association Board|StrtDt:05-16-24|TotHrs/mon:2|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-15 |
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