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301 Grant Street Suite 3550, Pittsburgh, PA 15219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-02-01 |
| PA | RA | APPROVED | 2020-06-15 |
| TX | RA | APPROVED_RES | 2020-06-12 |
Branch Locations
301 Grant Street Suite 3550, Pittsburgh, PA 15219 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc | Canonsburg | PA | 03/2010 | 06/2020 |
| Purshe Kaplan Sterling Investments | Pittsburgh | PA | 06/2020 | 05/2022 |
| Interchange Capital Partners | Pittsburgh | PA | 06/2020 | Present |
1) United Jewish Federation Investment Committee - Not investment related - Pittsburgh, PA - Endowment - Committee Member - 1979 - Less than one hour per month - 0 trading hours - Review for our investment consultants recommendations around management of the endowment dollars. I am one of 20-25 committee members that has a vote. 2) 02/1980 Independent Licensed insurance Agent; Investment Related; Pittsburgh, PA; Life insurance, long term care, fixed and variable 3) Jewish Community Foundation. Non-Investment Related. 2000 Technology Drive, Pittsburgh, PA 15219. 501c3, Chairman. Start 9/2020. Advocate for the foundation. 4) Melbee, LLC. Non-Investment Related. 845 OLD MILL RD PITTSBURGH, PA 15238. E-Commerce sales. Owner and Founder. Start 07/13/2021. Owner and operator of E-commerce company.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 1980-01-29 |
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