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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-03 |
| PA | RA | APPROVED | 2025-03-31 |
Branch Locations
Pittsburgh, PA • United States
1680 Washington Rd Ste H, Pittsburgh, PA 15241-1213 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments Llc | Pittsburgh | PA | 08/2022 | 05/2024 |
| Pnc Bank | Penn Hills | PA | 06/2021 | 08/2022 |
| M L Dear State Farm Insurance | Pittsburgh | PA | 03/2020 | 06/2021 |
| 802 Anaheim Llc | Pittsburgh | PA | 07/2017 | 03/2020 |
| University Of Pittsburgh | Pittsburgh | PA | 09/2013 | 07/2017 |
| Fidelity Investments | Pittsburgh | PA | 05/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-17 |
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