Best Investors Account Sign in
Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-02-26
  • PA RA
    APPROVED
    Since 2026-02-26

Branch Locations

381 Mansfield Avenue Suite 300, Pittsburgh, PA 15220 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fort Pitt Capital Group Llc Pittsburgh PA 03/2016 11/2017
Fort Pitt Capital Group Pittsburgh PA 11/2017 12/2021
Cookson Peirce Wealth Management Pittsburgh PA 01/2022 07/2024
Kestra Advisory Services Llc Pittsburgh PA 07/2024 12/2025
Kestra Investment Services Llc Pittsburgh PA 12/2024 12/2025
Osaic Wealth Inc Pittsburgh PA 02/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-09
  • S66 Uniform Combined State Law Examination
    2024-12-09
Designations
Other Names
  • Katharine Rachel Perry

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Pittsburgh, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor