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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-06-24 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| First Niagara Securities | Pittsburgh | PA | 03/2013 | 09/2016 |
| Lpl Financial Llc | Charlotte | NC | 03/2013 | 09/2016 |
| Key Investment Services Llc | Pittsburgh | PA | 09/2016 | 12/2016 |
| Citizens Securities, Inc. | Sarver | PA | 01/2017 | 07/2022 |
| Unemployed | Gibsonia | PA | 07/2022 | 08/2022 |
| Equitable Advisors Llc | New York | NY | 08/2022 | 09/2022 |
| Cetera Investment Services Llc | St Cloud | MN | 09/2022 | 06/2026 |
| Cetera Investment Advisers Llc | Monroeville | PA | 09/2022 | 06/2026 |
| First National Bank Of Pa | Monroeville | PA | 09/2022 | 06/2026 |
| Truist Investment Services, Inc | Pittsburgh | PA | 06/2026 | Present |
| Truist Advisory Services, Inc | Pittsburgh | PA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-04 |
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