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2790 Mosside Blvd Suite 640, Monroeville, PA 15146 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-02-15 |
Branch Locations
2790 Mosside Blvd Suite 640, Monroeville, PA 15146 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Securities | New York | NY | 01/2014 | 11/2016 |
| Ubs Financial Services Inc | Pittsburgh | PA | 12/2016 | 03/2018 |
| Ubs Financial Services Inc | Pittsburgh | PA | 03/2018 | 04/2023 |
| Marion Wealth Management, Llc | Monroeville | PA | 12/2023 | Present |
| N/A | Pittsburgh | PA | 04/2023 | 12/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-07 |
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