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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-06-30 |
Branch Locations
4488 Buffalo Road, Erie, PA 16510 • United States
5014 West Ridge Road, Erie, PA 16506 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Mutual Group | Waverly | IA | 06/2014 | 07/2020 |
| Cuna Brokerage Services, Inc | Waverly | IA | 06/2014 | 07/2020 |
| Lincoln Investment | Fort Washington | PA | 07/2020 | 06/2023 |
| Capital Analysts | Fort Washington | PA | 07/2020 | 06/2023 |
| Pnc Investments | Erie | PA | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-02 |
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