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1001 Liberty Avenue Suite 500, Pittsburgh, PA 15222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-11-11 |
Branch Locations
1001 Liberty Avenue Suite 500, Pittsburgh, PA 15222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Financial Services | Pittsburgh | PA | 03/2016 | 09/2022 |
| Adda Financial | Pittsburgh | PA | 10/2021 | 07/2024 |
| Origin Financial | Pittsburgh | PA | 12/2022 | 07/2024 |
| Ewa, Llc | Pittsburgh | PA | 07/2024 | 10/2025 |
| Atmos Advisory, Llc | Pittsburgh | PA | 11/2025 | Present |
Paid In Full - Owner/Author of a newsletter titled "Paid in Full" as well as the host and producer of a podcast of the same name. The newsletter, published intermittently, centers around the financial markets, investing, popular culture, and life experiences. The podcast, also published intermittently, is an interview series featuring entrepreneurs, writers, and other creators that offers insight into their backgrounds and journeys. Does not receive any compensation for this activity; Pittsburgh, PA; Nov 22 - present; investment-related;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-09 |
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