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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2026-01-23 |
| TX | RA | APPROVED | 2026-01-22 |
| AL | RA | APPROVED | 2026-01-16 |
| PA | RA | APPROVED | 2025-06-18 |
Branch Locations
141 South St. Clair Street Suite 202, Pittsburgh, PA 15206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Pittsburgh | PA | 04/2016 | 04/2017 |
| Lpl Financial, Llc | Wexford | PA | 05/2017 | 08/2018 |
| Fragasso Financial Advisors | Wexford | PA | 05/2017 | 03/2022 |
| Private Client Services, Llc | Wexford | PA | 08/2018 | 03/2022 |
| Tiaa | Pittsburgh | PA | 04/2022 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Pittsburgh | PA | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-11 |
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