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260 Forbes Avenue Suite 1600, Pittsburgh, PA 15222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-06 |
| FL | RA | APPROVED | 2026-01-06 |
| WV | RA | APPROVED | 2024-12-03 |
| DE | RA | APPROVED | 2024-11-29 |
| PA | RA | APPROVED | 2024-11-29 |
Branch Locations
260 Forbes Avenue Suite 1600, Pittsburgh, PA 15222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Orion Portfolio Solutions | Omaha | NE | 08/2023 | 11/2024 |
| Kaltroco | Portland | OR | 05/2016 | 05/2017 |
| Self Employed | Portland | OR | 06/2017 | 07/2023 |
| The Coury Firm | Pittsburgh | PA | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-09 |
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