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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-09-11 |
Branch Locations
249 Fifth Avenue Floor 29, Pittsburgh, PA 15222 • United States
Pittsburgh, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| West Advisory Group | Pittsburgh | PA | 03/2020 | 03/2022 |
| The Advisors Group Of Pittsburgh | Pittsburgh | PA | 03/2015 | 10/2019 |
| Rapier Solutions | Pittsburgh | PA | 11/2019 | 01/2020 |
| Milestone Asset Management, Llc | Pittsburgh | PA | 12/2020 | 03/2022 |
| Pnc Wealth Management | Pittsburgh | PA | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-03 |
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