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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-06 |
| PA | RA | APPROVED | 2026-04-01 |
Branch Locations
432 Pennsylvania Ave. W. , Warren , PA 16365 • United States
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| W & S Brokerage Services | Cincinnati | OH | 12/2022 | 07/2023 |
| Western And Southern Life | Pittsburgh | PA | 11/2022 | 07/2023 |
| Unemployed | Pittsburgh | PA | 07/2022 | 11/2022 |
| Nulf Management Services | Pittsburgh | PA | 04/2022 | 07/2022 |
| Pnc Bank | Warren | PA | 11/2021 | 04/2022 |
| Unemployed | Warren | PA | 08/2021 | 11/2021 |
| United Refining Company | Warren | PA | 08/2020 | 08/2021 |
| United Refining Company | Warren | PA | 12/2017 | 08/2020 |
| Unemployed | Warren | PA | 08/2017 | 12/2017 |
| Full Time Student | Morgantown | WV | 02/2013 | 08/2017 |
| Pnc Investments | Coraopolis | PA | 07/2023 | 03/2026 |
| &Partners | Nashville | TN | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-29 |
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