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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-12-22 |
Branch Locations
3976 Park Boulevard, Pinellas Park, FL 33781 • United States
2575 Countryside Boulevard, Clearwater, FL 33761 • United States
3801 49Th Street North, St. Petersburg, FL 33709 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T. Rowe Price | Tampa | FL | 02/2013 | 01/2019 |
| E*Trade Securities Llc | Temple Terrace | FL | 01/2019 | 11/2021 |
| E*Trade Capital Management Llc | Temple Terrace | FL | 01/2019 | 11/2021 |
| Pnc Investments Llc | Clearwater | FL | 11/2021 | Present |
1) 09/04/2008 / AVPD / Sugrim Group, Inc, / Non-Investment related / Zero hours during trading hours /// 2) 08/12/2020 / Manager / Sugrim Associates Inc LLC rental property / Non-Investment related / Zero hours during trading hours /// 3) 03/01/2021 / President / PNKS Associates LLC / Non-Investment related / Zero hours during trading hours ///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-30 |
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