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139 Freeport Road, Pittsburgh, PA 15215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-01-30 |
| PA | RA | APPROVED | 2015-10-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shaklee Products | Pleasanton | CA | 06/2005 | Present |
| Cambridge Investment Research, Inc | Fairfield | IA | 07/2014 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 07/2014 | Present |
| Centerview Wealth Advisors, Llc | Pittsburgh | PA | 10/2015 | Present |
1)CAPITAL CONFIGURATION, LLC, 4823 BLACKBERRY WAY, PITTSBURGH, PA 15201. BEGAN 7/09/2014 AS CPA. NOT INVESTMENT RELATED. DEVOTES 10-15 HOURS/WEEK, NONE DURING TRADING. 2)PENNSYLVANIA INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS (PICPA), ONE OXFORD CENTER, 301 GRANT STREET, SUITE 4300, PITTSBURGH, PA 15219. BEGAN 1/1/2014 AS CO-CHAIR OF EMERGING CPAS. NOT INVESTMENT RELATED. DEVOTES 1-2 HOURS/WEEK, NONE DURING TRADING. NON-PROFIT ORGANIZATION. 3)NATIONAL ASSOCIATION OF BLACK ACCOUNTANTS (NABA), P.O. BOX 1102, PITTSBURGH, PA 15230. BEGAN 7/1/2013 AS DIRECTOR OF STUDENT MEMBERSHIP SERVICES. NOT INVESTMENT RELATED. DEVOTES 5-10 HOURS/WEEK, NONE DURING TRADING. NON-PROFIT ORGANIZATION. 4) INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 2010-01-07 |
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