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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-10-20 |
| FL | RA | APPROVED | 2006-06-13 |
| PA | RA | APPROVED | 2003-11-28 |
Branch Locations
1501 Reedsdale St Ste 4005, Pittsburgh, PA 15233 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Manufacturers Life Ins. Co. | Pittsburgh | PA | 10/1981 | Present |
| Heritage Financial Group | Pgh | PA | 01/1987 | Present |
| Heritage Financial Partners Inc | Pgh | PA | 04/1995 | Present |
| Wells Fargo Advisors Financial Network Llc | Pittsburgh | PA | 05/2009 | Present |
TRUSTEE FOR HERITAGE FINANCIAL 401K & DBP; INV RELATED; PITTSBURGH, PA; DBP & FOR 2 EMPLOYEES; START: 8/1/03; 4 HRS/MO; 0 DURING TRADING. DIAMOND RUN HOME OWNERS ASSOCIATION; NOT INVESTMENT RELATED; SEWICKLEY, PA; BOARD MEMBER; START DATE 10/1/17; 1 HOUR PER MONTH / 0 DURING TRADING. HERITAGE FINANCIAL PARTNERS, INVT RELATED, PITTSBURGH PA, 50% OWNERSHIP, START DATE 1/1/2024, 200 HRS PER MONTH, 40 HRS DURING TRADING, FOR FINET PRACTICE. HERITAGE SEUBERT FINANCIAL LLC, INVT RELATED, PITTSBURGH, PA, 12.50% OWNERSHIP, START DATE 1/1/2024, 1 HR PER MONTH, 1 HR DURING TRADING. FOR FINET PRACTICE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 1980-07-16 |
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