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2200 Georgetown Drive Suite 302, Sewickley, PA 15143 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-07-17 |
| PA | RA | APPROVED | 1996-06-12 |
Branch Locations
3402 Washington Road Suite 301, Mcmurray, PA 15317 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Pittsburgh | PA | 02/1996 | 08/2018 |
| Fragasso Financial Advisors | Pittsburgh | PA | 08/2012 | Present |
| Private Client Services | Pittsburgh | PA | 08/2018 | Present |
1) ESOP. 2200 Georgetown Drive, SUITE 302, Sewickley, PA 15143. EMPLOYEE STOCK OWNERSHIP PLAN. TRUSTEE IN WHICH REP ACTS AS A FIDICARY CAPACITY. 2 HOURS/MO; 1 DURING TRADING HOURS. 2) FRAGASSO FINANCIAL ADVISORS. 3402 Washington Road, Suite 301, McMurray, PA 15317. DBA NAME. CHAIRMAN & CHIEF EXECUTIVE OFFICER. 160 HOURS/MO; 130 DURING TRADING HOURS. 3) FRAGASSO FINANCIAL ADVISORS. 3402 Washington Road, SUITE 301, McMurray, PA 15317. REGISTERED INVESTMENT ADVISOR. CHAIRMAN & CHIEF EXECUTIVE OFFICE. 120 HOURS/MO; 100 DURING TRADING HOURS. 4) INDEPENDENT INSURANCE AGENT. 3402 Washington Road, SUITE 301, McMurray, PA 15317. 5 HOURS/MO; 2 DURING TRADING HOURS. 5) LEEFER FAMILY IRREVOCABLE TRUST. TRUSTEE. 0 HOURS/MO; 0 DURING TRADING HOURS. 6) ED LEEFER IRREVOCABLE TRUST. TRUSTEE. 0 HOURS/MO; 0 DURING TRADING HOURS. 7) BOOK: STARTING YOUR OWN PRACTICE: THE INDEPENDENCE GUIDE FOR INVESTMENT ADVISORS, ATTORNEYS, CPAS AND OTHER. JOHN WILEY & SONS, PUBLISHER. SECOND EDITION OF A BOOK ORIGINALLY PUBLISHED IN 2006. AUTHOR.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 1981-01-09 |
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