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5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-11-08 |
Branch Locations
1605 Carmody Court Suite 400, Sewickley, PA 15143 • United States
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Pittsburgh, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsburgh | PA | 08/2016 | 06/2019 |
| Pnc Capital Markets | Pittsburgh | PA | 07/2019 | 05/2021 |
| Morgan Stanley | Pittsburgh | PA | 06/2021 | 11/2023 |
| Kestra Private Wealth Services, Llc | Sewickley | PA | 11/2023 | Present |
| Kestra Investment Service, Llc | Sewickley | PA | 11/2023 | Present |
Business Name: KINDRED WEALTH PARTNERS POSITION: Registered field assistant NATURE: Registered Field Assistant INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/08/2023 ADDRESS: 1603 carmody ct, Suite 302, Sewickley PA 15143, United States DESCRIPTION: Assisting Fas and clients with daily tasks Business Name: BOHEMIAN SALTLIFE POSITION: shop owner NATURE: Jewelry INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 04/04/2024 ADDRESS: 64 Cedar Blvd, Pittsburgh PA 15228, United States DESCRIPTION: I started an Etsy shop where I design, make & sell jewelry. I do this as a hobby in my spare time. 1.20. I answered am not an owner/I do not have a financial interest in this business ^^^ I don't own etsy...I only have a etsy shop through them.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-07 |
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