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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-04-08 |
Branch Locations
6600 Brooktree Court Suite 2600, Wexford, PA 15090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Capital Markets | Pittsburgh | PA | 06/2016 | 04/2025 |
| Commonwealth Financial Network | Waltham | MA | 04/2025 | Present |
| Pinnacle Financial Strategies Llc | Wexford | PA | 04/2025 | Present |
Assistant Coach for the Aquinas Academy of Pittsburgh baseball team; Located at 2308 West Hardies Road, Gibsonia, PA 15044, as of 3/02/2026; 5% of time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-08 |
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