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Current Employers
H Financial Management

400 Southpointe Blvd. Plaza One, Suite 420, Canonsburg, PA 15317 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-04-19
  • PA RA
    APPROVED
    Since 2021-04-19

Branch Locations

400 Southpointe Blvd. Plaza One, Suite 420, Canonsburg, PA 15317 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Upmc Washington PA 08/2005 07/2020
Triad Advisors Norcross GA 05/2013 08/2024
H Financial Management Canonsburg PA 06/2011 Present
Osaic Wealth, Inc. Canonsburg PA 08/2024 Present
  • 08/2005 → 07/2020
    Upmc
    Washington, PA
  • 05/2013 → 08/2024
    Triad Advisors
    Norcross, GA
  • 06/2011 → Present
    Canonsburg, PA
  • 08/2024 → Present
    Osaic Wealth, Inc.
    Canonsburg, PA
Other Businesses

1)H Financial Management;investment related;400 Southpointe Blvd,#420,Canonsburg,PA 15317;investment/wealth advisory;client manager;6/28/2011;varies;6.5 hrs during trading;client manager for H Financial Management

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-12
  • S66 Uniform Combined State Law Examination
    2021-04-12
Other Names
  • Amanda Lynn Oswald

View on SEC IAPD

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