Best Investors Account Sign in
Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-09-19
TX RA APPROVED 2024-09-19
  • PA RA
    APPROVED
    Since 2024-09-19
  • TX RA
    APPROVED
    Since 2024-09-19

Branch Locations

301 Grant St Ste 3600 One Oxford Centre, Pittsburgh, PA 15219 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bank Of America, N.A. Pittsburgh PA 02/2015 09/2024
Wells Fargo Clearing Services, Llc Pittsburgh PA 09/2024 Present
Previous Registrations
Other Businesses

I*84730 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: ANIMAL FRIENDS INVESTMENT RELATED: N ADDRESS OF BUSINESS: 562 CAMP HORNE RD, PITTSBURGH, PENNSYLVANIA 15237 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 2/2/2015 NUMBER OF HOURS DEVOTED: 3 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: ANIMAL FRIENDS IS A NON-PROFIT COMPANION ANIMAL RESOURCE CENTER SERVING THE NEEDS OF PETS AND PEOPLE. I AM ON THE SUB-COMMITTEES FOR ANIMAL FRIENDS. MY RESPONSIBILITIES INCLUDE ATTENDING MEETINGS, FUNDRAISING, AND DOG WALKING. I*84733 For profit or not for profit: Non-Profit Organization Name of outside business organization: Girl's Hope of Pittsburgh Investment related: N Address of business: Coraopolis, Pennsylvania 15108 Nature of business: Charitable Organization, Position, title, association: Committee Member, Treasurer Start date of relationship: 4/1/2013 Number of hours devoted: 4 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Girls Hope provides a well-balanced, nurturing home and quality education through college for academically capable girls. My responsibilities include attending meetings, fundraising, and hosting dinners at the Girl's Hope homes. The Young Leadership

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-08-21
S65 Uniform Investment Adviser Law Examination 2015-08-10
  • S63 Uniform Securities Agent State Law Examination
    2015-08-21
  • S65 Uniform Investment Adviser Law Examination
    2015-08-10
Other Names
  • Andrea Curtis

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Pittsburgh, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor