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200 Northpointe Circle Suite 304, Seven Fields, PA 16046 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-12-17 |
Branch Locations
200 Northpointe Circle Suite 304, Seven Fields, PA 16046 • UNITED STATES
200 Northpointe Circle Suite 304, Seven Fields, PA 16046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer & Co. Inc. | Monroeville | PA | 04/2013 | 04/2017 |
| Lincoln Financial Advisors Corporation | Sewickley | PA | 05/2017 | 01/2025 |
| Osaic Wealth, Inc. | Sewickley | PA | 01/2025 | 11/2025 |
| E.E. Powell & Company Inc. | Seven Fields | PA | 11/2025 | Present |
| E.E. Powell & Company Inc. | Seven Fields | PA | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-30 |
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