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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-10-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Delaware | OH | 01/2016 | 08/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbus | OH | 08/2022 | 10/2024 |
| Bank Of America, N.A. | Columbus | OH | 08/2022 | 10/2024 |
| Commonwealth Financial Network | Waltham | MA | 10/2024 | 10/2025 |
| Whetstone Financial, Llc | Marion | OH | 10/2024 | 10/2025 |
| Pnc Investments, Llc | Powell | OH | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-10 |
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