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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-08-14 |
| TX | RA | APPROVED_RES | 2025-08-14 |
| VT | RA | APPROVED | 2025-08-14 |
| PA | RA | APPROVED | 2018-06-14 |
Branch Locations
141 South St. Clair Street Suite 202, Pittsburgh, PA 15206 • United States
Pittsburgh, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Pittsburgh | PA | 02/2015 | 12/2016 |
| Scottrade, Inc. | Upper St Clair | PA | 01/2017 | 03/2018 |
| Scottrade Investment Management | Upper St Clair | PA | 01/2017 | 03/2018 |
| Tiaa | Pittsburgh | PA | 06/2018 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Pittsburgh | PA | 06/2018 | Present |
| Strategic Advisers, Inc. | Pittsburgh | PA | 05/2016 | 12/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-10 |
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