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380 Southpointe Blvd. Suite 130, Canonsburg, PA 15317 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-29 |
| TX | RA | APPROVED | 2019-10-02 |
| OH | RA | APPROVED | 2018-12-13 |
| PA | RA | APPROVED | 2017-11-06 |
Branch Locations
380 Southpointe Blvd. Suite 130, Canonsburg, PA 15317 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Alliance | Carnegie | PA | 03/2010 | 11/2017 |
| Santori & Peters | Monroeville | PA | 11/2017 | Present |
| Lintel Financial, Llc | Venetia | PA | 11/2014 | Present |
| Santori & Peters | Canonsburg | PA | 01/2021 | Present |
1. PITTSBURGH ZOO AND AQUARIUM; 1 WILD PLACE, PITTSBURGH, PA 15206; MEMBER OF ENDOWMENT COMMITTEE (NON-PROFIT INVESTMENT RELATED POSITION); SINCE 07/01/2013; 2 HRS/MTH; 2 DURING SECURITY TRADING HOURS; WORK WITH OTHER MEMBERS OF THE COMMITTEE TO DEVELOP RELATIONSHIP WITH DONORS OF THE ZOO AND AQUARIUM THROUGHOUT THE REGION. MONITOR ENDOWMENT INVESTMENTS AND PERFORMANCE FOR THE PITTSBURGH ZOO AND AQUARIUM. MEMBER OF THE BOARD OF DIRECTORS SINCE 12/15/2012; NON-PROFIT INVESTMENT RELATED; 3 HOURS/MONTH DURING SECURITY TRADING HOURS; WORK WITH OTHER BOARD MEMBERS TO ENSURE A SUITABLE FUTURE OF THE ZOO AND AQUARIUM. 2. LINTEL FINANCIAL LLC POSITION: PRESIDENT NATURE: INSURANCE AGENCY INVESTMENT RELATED: YES NUMBER OF HOURS: 2 INVESTMENT RELATED HOURS: 2 START DATE: 11/14/2014 ADDRESS 380 SOUTHPOINTE BLVD SUITE 130 CANONSBURGH PA 15317 DESCRIPTION: TERM AND PERMANENT INSURANCE, FIXED ANNUITIES, LONG-TERM CARE INSURANCE. 3. FINANCIAL PLANNING ASSOCIATION, PITTSBURGH CHAPT POSITION: BOARD MEMBER; NOT INVESTMENT RELATED; 5 HOURS PER MONTH START DATE: JUNE 1, 2021 4. CO-TRUSTEE OF THE MATTHEW R. CIRILLI TRUSTINVESTMENT RELATED START DATE: JUNE 2021 5. HAMLET CAPITAL PARTNERS, LLC POSITION: MANAGING MEMBER; INVESTMENT RELATED: YES ADDRESS: 370 BUCKINGHAM DRIVE, VENETIA, PA 15367 NATURE: REAL ESTATE INVESTMENTS; 1 HOUR PER MONTH START DATE: DECEMBER 2023 DESCRIPTION: INVEST IN REAL ESTATE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-14 |
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