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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-04 |
| TX | RA | APPROVED | 2026-01-04 |
Branch Locations
680 Anderson Dr Foster Plaza Ten - Suite 350, Pittsburgh, PA 15220 • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Pittsburgh | PA | 01/2014 | 04/2017 |
| Fragasso Financial Advisors | Pittsburgh | PA | 02/2014 | 04/2017 |
| Fort Pitt Capital Group Llc | Pittsburgh | PA | 04/2017 | 10/2024 |
| Kovitz Investment Group Partners, Llc | Chicago | PA | 11/2024 | Present |
| Focus Partners Wealth, Llc | St. Louis | MO | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-24 |
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