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2200 Georgetown Drive Suite 302, Sewickley, PA 15143 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2015-01-29 |
| TX | RA | APPROVED_RES | 2015-01-29 |
Branch Locations
2200 Georgetown Drive Suite 302, Sewickley, PA 15143 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Various Insurance Carriers For W&R Insurance Agencies | Pittsburgh | PA | 05/2013 | Present |
| Ype-Pittsburgh | Cannonsburg | PA | 09/2012 | 07/2024 |
| Lpl Financial, Llc | Pittsburgh | PA | 05/2014 | 08/2018 |
| Fragasso Financial Advisors | Sewickley | PA | 05/2014 | Present |
| Private Client Services | Pittsburgh | PA | 08/2018 | Present |
1) FRAGASSO FINANCIAL ADVISORS. 2200 GEORGETOWN DRIVE, SUITE 302, SWICKLEY, PA 15143. DBA NAME. SENIOR VICE PRESIDENT AND MANAGER. 160 HOURS/MO; 130 DURING TRADING HOURS. 2) FRAGASSO FINANCIAL ADVISORS. 2200 GEORGETOWN DRIVE, SUITE 302, SWICKLEY, PA 15143. REGISTERED INVESTMENT ADVISOR. SENIOR VICE PRESIDENT AND MANAGER. 120 HOURS/MO; 100 DURING TRADING HOURS. 3) INDEPENDENT INSURANCE AGENT. 651 HOLIDAY DRIVE, PLAZA 5, SUITE 40, PITTSBURGH, PA 15220. 5 HOURS/MO; 2 DURING TRADING HOURS. 4) MARINE COPRS SCHOLARSHIP FOUNDATION STEEL CITY AWARDS DINNER COMMITTEE. 909 N. WASHINGTON STREET, STE 400, ALEXANDRIA, VA 22314. PROVIDER OF NEEDS-BASED SCHOLARSHIPS TO MILITARY CHILDERN. NON-PROFIT COMMITTEE MEMBER-DINNER FUNDRAISER FOR MCSF ORGANIZATION. 4 HOURS/MO; 2 DURING TRADING HOURS. 5) SANDHILL CRANE PARTNERS LLC. 1001 RAYMOND DRIVE OAKDALE, PA 15071. BUSINESS ESTABLISHED TO HOLD REAL ESTATE FOR NOW CLOSED ASSISTED LIVING FACILITY. PROPERTY WILL BE WOLD AND THE COMPANY WILL BE DISSOLVED. 50% MEMBER. POSITION AS SECRETARY AND TREASURER. ONLY ACTIVITY IS TO ASSIST WITH SALE OF REAL ESTATE AND DISSOLUTION OF ENTITY. 2 HRS/MO; 0 DURING TRADING HRS. 6) THE INVESTMENT ADVISORY GROUP, LLC. 651 HOLIDAY DRIVE, PLAZA 5, SUITE 400, PITTSBURGH, PA 15220. REGISTERED INVESTMENT ADVISOR, HYBRID. MEMBER, EVP. IN ADDITION TO MANAGEMENT OF THE BUSINESS, ADVISE CLIENT ON FINANCIAL PLANNING, INCLUDING INVESTMENTS AND INSURANCE. 160 HOURS/MO; 120 DURING TRADING HOURS. 7) SANDHILL CRANE PARTNERS, LLC DBA MARY ANN ANOR. 1001 RAYMOND DRIVE, OAKDALE, PA 15071. BUSINESS OPERATED AS AN ASSISTED LIVING FACILITY THAT CLOSED ITS DOORS IN 12/2020. COMPANY WILL BE DISSOLVED. 50% MEMBER. POSITION AS SECRETARY AND TREASURER. ONLY ACTIVITY IS TO ASSIT WITH DISSOLUTION OF THE COMPANY. 16 HRS/MO; 2 DURING TRADING HRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-29 |
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