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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| FL | RA | APPROVED | 2024-02-26 |
| PA | RA | APPROVED | 2019-08-23 |
Branch Locations
275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States
106 Isabella Street Suite 304, Pittsburgh, PA 15212 • United States
Naples, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Private Wealth Advisors, Inc. | Pittsburgh | PA | 01/2002 | 08/2019 |
| Pwa Securities, Inc. | Pittsburgh | PA | 09/2007 | 12/2018 |
| Commonwealth Financial Network | Waltham | MA | 08/2019 | Present |
| Miller Mccurry | Pittsburgh | PA | 08/2019 | Present |
1.Fixed insurance sales; as of 07/01/2019; 1% time spent during business hours; Conducted at branch location; Investment related. 2. Co-owner, Miller McCurry, LLC; a Private Entity established to facilitate Securities, advisory, and insurance Business; as of 07/01/2019; 1% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1980-12-11 |
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