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3875 Old William Penn Highway, Murrysville, PA 15668 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-08-13 |
Branch Locations
3875 Old William Penn Highway, Murrysville, PA 15668 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Niagara Bank | East Mckeesport | PA | 09/2009 | 09/2016 |
| Lpl Financial, Llc | Pittsburgh | PA | 09/2009 | 09/2016 |
| Key Investment Services Llc | Pittsburgh | PA | 09/2016 | 04/2017 |
| Citizens Securities, Inc. | Oakmont | PA | 04/2017 | 11/2017 |
| Pnc Investments, Llc | Pittsburgh | PA | 11/2017 | 11/2019 |
| The Retirement Guys Formula | Maumee | OH | 11/2019 | Present |
| Retire Pittsburgh Management Llc | Pittsburgh | PA | 06/2021 | Present |
| Retire Pittsburgh Llc | Pittsburgh | PA | 11/2019 | Present |
1)CRUMP LIFE INSURANCE, 4135 NORTH FRONT STREET, HARRISBURG, PA 17110, LIFE, LONG TERM CARE AND DISABILITY INSURANCE SALES AND MARKETING AGENT, NUMBER OF HOURS PER MONTH WILL VARY. SALES OF LIFE, LONG-TERM CARE AND DISABILITY INSURANCE TO PNC INVESTMENT CUSTOMERS, TO INCLUDE VARIABLE AND TRADITIONAL PRODUCTS. THERE IS AN AGREEMENT BETWEEN CRUMP AND PNC INSURANCE SERVICES, LLC. 2)Xendurance- not investment related, Brand Ambassador, LOCATED IN PENNSYLVANIA, PROMOTING HEALTHY PRODUCTS FOR CONSUMERS THROUGH DIRECT SALES. less than 5 hours per week 3)Certified High Performance Coach - I will be using this certification to help develop the teammates in my current network marketing company and my social circle. I intend on charging a fee for coaching and developing them through a personal development program. This is simply something I will be using to help my current network of individuals to grow personally and professionally. 4) Winter Accounting & Advising CPAs, not investment related, location is 601 Allegheny River Blvd Verona PA 15147-will be using this office for client meetings. 5) The Retirement Guys Formula, investment related, Maumee, OH, RIA, Investment Adviser Representative, Start Date 11/2019, approximately 144 hours/month with all hours devoted during securities trading hours 6) Retire Pittsburgh Management LLC, investment related, Pittsburgh, PA, RIA, Investment Adviser Representative, Start Date 06/2021, approximately 16 hours/month with all hours devoted during securities trading hours 7) Retire Pittsburgh LLC, investment related, Pittsburgh, PA, Insurance Agency, Insurance Agent, Start Date 11/2019, approximately 16 hours/month with all hours devoted during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-05 |
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