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David Cawley

Paraplan Ondemand

Pittsburgh, PA

CRD 6203184

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Employer firm

Paraplan Ondemand CRD 340975

Reported services (Item 5G)

  • Financial planning

From the firm’s Form ADV. Read the guides:

Current Employers
Paraplan Ondemand

Pittsburgh, PA • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-05-27
  • PA RA
    APPROVED
    Since 2026-05-27

Branch Locations

Pittsburgh, PA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pnc Bank Monroeville PA 02/2015 02/2017
Pnc Investments Pittsburgh PA 02/2017 09/2017
Tiaa Pittsburgh PA 12/2018 11/2020
Pnc Wealth Management Pittsburgh PA 09/2017 12/2018
Legend Financial Advisors Inc Pittsburgh PA 01/2021 07/2024
Northwestern Mutual Investment Services Llc Monroeville PA 09/2024 01/2025
Michael Corcetti Monroeville PA 07/2024 01/2025
Tiaa-Cref Individual And Institutional Services, Llc Pittsburgh PA 12/2018 11/2020
Craig Fiedler Monroeville PA 07/2024 01/2025
Cambridge Investment Research, Inc. Fairfield IA 05/2025 09/2025
Cambridge Investment Research Advisors, Inc. Fairfield IA 05/2025 09/2025
Unemployed Pittsburgh PA 02/2025 04/2025
Paraplan Ondemand Pittsburgh PA 01/2026 Present
Unemployed Pittsburgh PA 10/2025 10/2025
G4G Glass Llc Pittsburgh PA 11/2025 Present
Doordash Pittsburgh PA 01/2026 Present
  • 02/2015 → 02/2017
    Pnc Bank
    Monroeville, PA
  • 02/2017 → 09/2017
    Pnc Investments
    Pittsburgh, PA
  • 12/2018 → 11/2020
    Tiaa
    Pittsburgh, PA
  • 09/2017 → 12/2018
    Pnc Wealth Management
    Pittsburgh, PA
  • 01/2021 → 07/2024
    Pittsburgh, PA
  • 09/2024 → 01/2025
    Monroeville, PA
  • 07/2024 → 01/2025
    Michael Corcetti
    Monroeville, PA
  • 12/2018 → 11/2020
    Tiaa-Cref Individual And Institutional Services, Llc
    Pittsburgh, PA
  • 07/2024 → 01/2025
    Craig Fiedler
    Monroeville, PA
  • 05/2025 → 09/2025
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 05/2025 → 09/2025
    Fairfield, IA
  • 02/2025 → 04/2025
    Unemployed
    Pittsburgh, PA
  • 01/2026 → Present
    Pittsburgh, PA
  • 10/2025 → 10/2025
    Unemployed
    Pittsburgh, PA
  • 11/2025 → Present
    G4G Glass Llc
    Pittsburgh, PA
  • 01/2026 → Present
    Doordash
    Pittsburgh, PA
Previous Registrations
Other Businesses

An online store that consists of glass art and related products.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-10-07
S65 Uniform Investment Adviser Law Examination 2019-02-08
  • S63 Uniform Securities Agent State Law Examination
    2024-10-07
  • S65 Uniform Investment Adviser Law Examination
    2019-02-08
Designations
  • Certified Financial Planner
Other Names
  • Dave Floyd Cawley
  • David Floyd Cawley
  • David Cawley
  • David F Cawley
  • Dave Cawley

View on SEC IAPD

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