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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-08-18 |
Branch Locations
200 Lake Drive East 3Rd Floor, Cherry Hill, NJ 08002 • United States
2801 E. Camelback Rd, Suite 400, Phoenix, AZ 85016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co.,Inc | Phoenix | AZ | 04/2013 | 02/2018 |
| The Vanguard Group, Inc | Scottsdale | AZ | 02/2018 | 07/2022 |
| Self Employed | Mesa | AZ | 10/2018 | Present |
| Philipp A. Ballmaier | Mesa | AZ | 11/2018 | Present |
| Arizona Autism | Gilbert | AZ | 09/2024 | Present |
| Timeless Devotionals | Mesa | AZ | 09/2024 | Present |
| Pnc Wealth Management Llc | Phoenix | AZ | 08/2026 | Present |
| United Planners Financial Services Of America | Scottsdale | AZ | 06/2022 | 08/2026 |
1) September 2024 / Content Creator / Timeless Devotionals / Non-Investment related / Less than one hour during trading hours // 2) October 2018 / Author / Philipp Ballmaier / Non-Investment Related / Zero hours during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-08 |
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