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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-10-29 |
Branch Locations
1163 Washington Pike, Bridgeville, PA 15017 • United States
8990 Duncan Ave, Pittsburgh, PA 15237 • United States
540 E Ohio St, Pittsburgh, PA 15212 • United States
4868 Mcknight Rd, Pittsburgh, PA 15237 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Western & Southern Financial Group | Pittsburgh | PA | 04/2014 | 10/2021 |
| W&S Brokerage Services, Inc. | Pittsburgh | PA | 06/2014 | 10/2021 |
| Prudential Insurance Company Of America | Canonsburg | PA | 10/2021 | 01/2023 |
| Pruco Securities, Llc | Canonsburg | PA | 10/2021 | 01/2023 |
| Amazon | Pittsburgh | PA | 11/2021 | 08/2024 |
| Jp Morgan Securities, Llc | Canonsburg | PA | 01/2023 | Present |
| Jp Morgan Chase Bank, N.A. | Canonsburg | PA | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-15 |
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