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2200 Georgetown Drive Suite 300, Sewickley, PA 15143 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-08-24 |
Branch Locations
2200 Georgetown Drive Suite 300, Sewickley, PA 15143 • United States
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-03-22 |
Branch Locations
2200 Georgetown Dr Suite 300, Sewickley, PA 15143 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deloitte | Cleveland | OH | 06/2021 | 09/2022 |
| Reliance Financial Advisors | Wexford | PA | 10/2022 | Present |
| Deloitte | Cleveland | OH | 07/2020 | 07/2020 |
| National Interstate Insuarnace | Richfield | OH | 06/2019 | 08/2019 |
| Ohio Society Of Cpas | Columbus | OH | 08/2019 | 06/2020 |
| Sherwood Oaks | Cranberry | PA | 01/2016 | 06/2019 |
| Reliance Financial Advisors | Wexford | PA | 01/2021 | 05/2021 |
| Kent State University | Kent | OH | 08/2017 | 12/2020 |
| Reliance Financial Advisors | Wexford | PA | 06/2013 | 12/2020 |
| Minor, Child, Student | Zelienople | PA | 01/2012 | 09/2016 |
| Commonwealth Financial Network | Waltham | MA | 01/2023 | Present |
Tax Preparation, Mark Trauman, CPA; as of 1/01/2023; 25% of time spent during business hours; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-17 |
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