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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-08-12 |
| FL | RA | APPROVED | 2006-06-09 |
| PA | RA | APPROVED | 2006-03-08 |
Branch Locations
1501 Reedsdale St Ste 4005, Pittsburgh, PA 15233 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Pittsburgh | PA | 05/2009 | Present |
HERITAGE FINANCIAL PARTNERS INC., INV RELATED, PITTSBURGH, PA, 50% OWNERSHIP, START 1/1/2024, 200 HOURS PER MONTH, 40 HOURS DURING TRADING, FINET PRACTICE. HERITAGE SEUBERT FINANCIAL LLC, INV RELATED, PITTSBURGH, PA, 12.5% OWNERSHIP, START 1/1/2024, 2 HOURS PER MONTH, 2 HOURS DURING TRADING, FINET PRACTICE MARKETING AND OFFICE EXPENSES. HERITAGE FINANCIAL PARTNERS, INC. 401K PSP; INV RELATED; PITTSBURGH, PA; OVERSEE THE 401K PLAN PROVISIONS; TRUSTEE; START DATE: 01/01/2026; 1 HRS PER MONTH; 1 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-01 |
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