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44 Abele Road Suite 400, Bridgeville, PA 15017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-07 |
| PA | RA | APPROVED | 2018-02-06 |
Branch Locations
44 Abele Road Suite 400, Bridgeville, PA 15017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Wexford | PA | 10/2010 | 01/2018 |
| Waldron Private Wealth, Llc | Bridgeville | PA | 02/2018 | Present |
| Waldron Private Wealth, Llc | Bridgeville | PA | 12/2022 | Present |
(1) Financial Planning Association; investment-related; 1290 Broadway, Suite 1625, Denver, CO 80203; membership organization for CERTIFIED FINANCIAL PLANNER? professionals and those engaged in the financial planning process that provides practice support, learning, advocacy, and networking opportunities; board member; start date: 08/15/2023; 4-8 hours/month; 1-2 hours/month during securities trading hours. (2) Insurance agent; investment related, 44 Abele Rd, Suite 400, Bridgeville, PA 15017; started 03/2010; approximately 1-2 hours per month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-23 |
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