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11676 Perry Highway Suite 1207, Wexford, PA 15090 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-10-09 |
| PA | RA | APPROVED | 2019-01-11 |
Branch Locations
11676 Perry Highway Suite 1207, Wexford, PA 15090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Success Financial Solutions, Llc | Wexford | PA | 05/2014 | Present |
| Questar Capital Corporation | Minneapolis | MN | 03/2016 | 11/2016 |
| Forest Securities. Inc. | Chicago | IL | 02/2017 | 06/2018 |
| Success Wealth Management, Llc | Wexford | PA | 07/2018 | Present |
SUCCESS FINANCIAL SOLUTIONS, LLC . POSITION: Insurance Agent. NATURE: Fixed insurance products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 80 START DATE: 03/14/2016 ADDRESS: 875 Greentree Rd, Building 7, Suite 102, Pittsburgh PA 15220 DESCRIPTION: Independent insurance agent providing service for clients in need of health, life, and disability insurance as well as fixed annuities and home and auto insurance. UNIVERSITY OF PITTSBURGH ATHLETIC DEPARTMENT. POSITION: Stat Crew. NATURE: Media relations. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 3/14/2016 ADDRESS: 600 Forbes Ave, Pittsburgh PA 15213 DESCRIPTION: Gameday media relations for Panther football and basketball games. Brian M Goldman Board Member for a non-profit organization; One Day to Remember. This position is not investment related. He spends approximately 1 hour a week on this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2013-01-18 |
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