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301 Grant Street Suite 3550, Pittsburgh, PA 15219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-06-12 |
| TX | RA | APPROVED | 2020-06-12 |
Branch Locations
301 Grant Street Suite 3550, Pittsburgh, PA 15219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Pittsburgh | PA | 11/2015 | 06/2020 |
| Interchange Capital Partners | Pittsburgh | PA | 06/2020 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2020 | 10/2021 |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2022 | 09/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-06 |
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