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8050 Rowan Road Suite 401, Cranberry Twp., PA 16066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-10-27 |
Branch Locations
8050 Rowan Road Suite 401, Cranberry Twp., PA 16066 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grupp's Christmas Tree Farm | Harmony | PA | 11/2013 | Present |
| Fox's Pizza | Zelienople | PA | 04/2015 | 07/2019 |
| Green Landscaping | Gibsonia | PA | 05/2019 | 08/2019 |
| Home Depot | Cranberry Township | PA | 04/2020 | 01/2022 |
| Gemmell Food Court | Clarion | PA | 08/2018 | 11/2018 |
| Janney Montgomery Scott, Llc | Towson | MD | 06/2022 | 02/2023 |
| Clarion University Of Pennsylvania | Clarion | PA | 01/2022 | 05/2022 |
| Seneca Valley High School | Harmony | PA | 08/2012 | 05/2018 |
| Janney Montgomery Scott Llc | Wexford | PA | 02/2023 | 02/2023 |
| Janney Montgomery Scott Llc | Wexford | PA | 02/2023 | 11/2023 |
| Janney Montgomery Scott Llc | Wexford | PA | 11/2023 | 10/2024 |
| Janney Montgomery Scott Llc | Wexford | PA | 10/2024 | 10/2025 |
| Capital A Wealth Management Llc | Cranberry Twp | PA | 10/2025 | Present |
| Madison Avenue Securities | San Diego | CA | 10/2025 | Present |
1.) Name: Capital A Wealth Management LLC; Investment Related: Yes; Address: 8050 Rowan Road Suite 401,Cranberry Twp, PA 16066; Nature of the Business: Retirement Planning, Financial Planning, Investment Advice; Position: New Business Processor; Hours Per Week: 40 Hours; Start Date: 10/20/2025 2.) Name: Grupp's Christmas Tree Farm; Investment Related: No; Address: Harmony, PA 16037; Nature of the Business: Christmas Tree Sales; Position: Manager / Sales Associate; Hours Per Week: 16 Hours; Start Date: 11/2013 3.) Name: Capital A Wealth Management LLC; Investment Related: Yes; Address: 8050 Rowan Road Suite 401,Cranberry Twp, PA 16066; Nature of the Business: Retirement Planning, Financial Planning, Investment Advice; Position: Investment Advisor Representative; Hours Per Week: 40 Hours; Start Date: 10/20/2025 4.) Name: Historic Harmony Inc.; Investment Related: No; Address: 218 Mercer St., Harmony, PA 16037; Nature of the Business: This organization was formed to preserve the town's historic buildings and traditions, while providing education to the public and hosting events for people to engage; Position: Director; Hours Per Week: 1-2 Hours; Start Date: 1/1/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-10 |
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