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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-07-21 |
Branch Locations
434 Allegheny River Blvd Suite 201, Oakmont, PA 15139 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc. | Pittsburgh | PA | 08/2016 | 07/2023 |
| 3Rivers Financial | Oakmont | PA | 07/2024 | Present |
| Commonwealth Financial Network | Waltham | MA | 07/2023 | Present |
| Pinnacle Financial Strategies | Wexford | PA | 07/2023 | 07/2024 |
1. Fixed insurance sales; as of 07/21/2023; 15% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Patterson Wealth Planning, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 10/17/2023; 80% time spent during business hours; Conducted at branch; Investment related. 3. Co-Owner, 3Rivers Financial; a private entity established to facilitate securities, advisory, and insurance business; Located in Oakmont, PA 15139 as of 06/25/2024; 100% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-31 |
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