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Pittsburgh, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-05-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waldron Private Wealth | Bridgeville | PA | 05/2010 | 12/2017 |
| Cooper Haims | Rochester | NY | 01/2018 | 06/2018 |
| Unemployed | Rochester | NY | 06/2018 | 10/2018 |
| Flower City Capital | Rochester | NY | 10/2018 | 01/2021 |
| Unemployed | Rochester | NY | 01/2021 | 03/2021 |
| Medwealth Advisors | Carnegie | PA | 03/2021 | Present |
Superior Tradelines Not investment related 319 Jack Dr Cocoa Beach, FL, 32931-3824 Credit Consulting Independent contractor Independent credit consultant December 3, 2015 0.5 hour/month 0 hours during securities trading hours Work with Superior Tradeline's team to assist their clients with credit consulting
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-11 |
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