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550 South Tryon Street 40Th Floor, Charlotte, NC 28202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-06-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Federated Hermes Inc. | Pittsburgh | PA | 08/2021 | 06/2026 |
| First Commonwealth Advisors | Pittsburgh | PA | 12/2019 | 08/2021 |
| Pnc Financial Services Group | Pittsburgh | PA | 08/2018 | 12/2019 |
| Indiana University Of Pennsylvania | Indiana | PA | 03/2017 | 12/2019 |
| Indiana University Of Pennsylvania | Indiana | PA | 06/2017 | 08/2017 |
| Indiana University Of Pennsylvania | Indiana | PA | 08/2016 | 02/2017 |
| Federated Investment Counseling | Pittsburgh | PA | 05/2022 | 06/2026 |
| Indiana University Of Pennsylvania | Indiana | PA | 08/2014 | 06/2018 |
| Wells Fargo Investment Institute, Inc. | Charlotte | NC | 06/2026 | Present |
FROM 3/2025 TO PRESENT, BOARD MEMBER AT 99 TARTANS ALUMNI ANGELS AT 502 W 7th St, Ste 100, Erie, PA 16502. DUTIES ARE NOT PERFORMED DURING TRADING HOURS. DUTIES ARE INVESTMENT RELATED. TIME SPENT IS APPROXIMATELY 10 HOURS PER MONTH. FROM 10/2023 TO 3/2025, MBA PARTNER AT 99 TARTANS AT 6401 PENN AVENUE, FLOOR 3, PITTSBURGH, PA 15206. DUTIES ARE NOT PERFORMED DURING TRADING HOURS. DUTIES ARE INVESTMENT RELATED. TIME SPENT IS APPROXIMATLY 8 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-30 |
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