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400 Southpointe Blvd. Plaza One, Suite 420, Canonsburg, PA 15317 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-04-19 |
Branch Locations
400 Southpointe Blvd. Plaza One, Suite 420, Canonsburg, PA 15317 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-12 |
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