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One Ppg Place, Suite 1700, Pittsburgh, PA 15222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-02-01 |
Branch Locations
One Ppg Place, Suite 1700, Pittsburgh, PA 15222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pathways Of Swpa | Washington | PA | 04/2012 | Present |
| Curly Willow Inc | Greensburg | PA | 08/2010 | Present |
| University Of Pittsburgh | Pittsburgh | PA | 05/2013 | 12/2016 |
| J. E. Harris And Assoc | Greensburg | PA | 05/2014 | 10/2016 |
| Trustmont Financial Group, Inc. | Greensburg | PA | 08/2014 | 10/2016 |
| Trustmont Advisory Group, Inc. | Greensburg | PA | 06/2015 | 10/2016 |
| Oakmont Capital Management, Llc | Oakmont | PA | 11/2016 | 01/2018 |
| Schneider Downs Wealth Managment Advisors, Lp | Pittsburgh | PA | 01/2018 | Present |
| Covenant Church Of Pittsburgh | Pittsburgh | PA | 07/2017 | 09/2018 |
Curly Willow, Inc. (Non Investment-Related) - 2050 Frederickson Place, Greensburg, PA 15601 - Coffee & Floral Shop - Position: Assistant - Start Date: 08/2010 - Hours Per Month: 0-5 (None during securities trading hours.) - Occasionally assist with flowers and events, as well as at the store on weekends, when needed. It is my parents' business. Pathways of SWPA (Non Investment-Related) - 655 Jefferson Avenue, Washington, PA 15301 - Special Needs Respite Care - Position: Caregiver - Start Date: 04/2012 - Hours Per Month: 0-5 (None during securities trading hours.) - Part-time and flexible position where I provide special needs respite care for my sister on evenings and weekends. This program compensates me for taking her into the community and providing care for her. Sound State Productions, LLC(Non Investment-Related) - 127 Loire Valley Drive, Pittsburgh, PA 15209 - Position: Owner - Start Date: 4/2018 - Hours Per Month: 0-5 (None during securities trading hours.) - Part-time and administrative duties for my LLC that covers previously produced music.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-03 |
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