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190 Bilmar Dr. Suite 150, Pittsburgh, PA 15205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
| WI | RA | APP_PEND_IARCE | 2026-01-01 |
| PA | RA | APPROVED | 2025-09-07 |
Branch Locations
190 Bilmar Dr. Suite 150, Pittsburgh, PA 15205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha | Milwaukee | WI | 02/2013 | 02/2018 |
| Mutual Of Omaha Investor Services, Inc | Omaha | NE | 07/2013 | 02/2018 |
| H. Beck, Inc. | Bethesda | MD | 02/2018 | 12/2018 |
| Annex Wealth Management | Elm Grove | WI | 02/2018 | 01/2020 |
| Annex Wealth Management | Elm Grove | WI | 01/2020 | 08/2025 |
| Neptune Technologies | Pittsburgh | PA | 09/2025 | Present |
| Neptune Wealth | Pittsburgh | PA | 09/2025 | Present |
1) Integrated Tax Prep & Planning, LLC. I own 100%, of the LLC and do not intend to hire any employees. Start Date 1/2026. Hours per week - 8-12, only during the months of February to April. No time is spent in this activity outside of Tax prep Season. 2) Neptune Technologies, President of Wealth. Start Date 9/2025, Pittsburgh, PA. No hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-01 |
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