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5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-09-14 |
| TX | RA | APPROVED_RES | 2023-09-13 |
Branch Locations
1605 Carmody Court Suite 400, Sewickley, PA 15143 • United States
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Pittsburgh | PA | 03/2022 | 09/2023 |
| Research Underwriters | Pittsburgh | PA | 06/2018 | 01/2022 |
| Ch Robinson | Pittsburgh | PA | 01/2018 | 06/2018 |
| Pennsylvania State University | University Park | PA | 09/2013 | 12/2017 |
| Kestra Investment Services, Llc | Sewickley | PA | 09/2023 | Present |
| Kestra Private Wealth Services, Llc | Sewickley | PA | 09/2023 | Present |
Name: PRM HOLDINGS LLC POSITION: Member NATURE: Online Retail INVESTMENT RELATED: No # OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 05/27/2021 ADDRESS: 63 S 16th St, Pittsburgh PA 15203 DESCRIPTION: Online shop management, procurement, fulfillment Name: KINDRED WEALTH PARTNERS POSITION: Wealth Planning Director NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/13/2023 ADDRESS: 1603 Carmody Ct, 302, Sewickley PA 15143, United States DESCRIPTION: Development and delivery of financial plans Trade execution investment research Money movements
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-11 |
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