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920 Fort Duquesne Boulevard, Pittsburgh, PA 15222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-03-03 |
| PA | RA | APPROVED | 2025-03-03 |
Branch Locations
Wake Forest, NC • United States
920 Fort Duquesne Boulevard, Pittsburgh, PA 15222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Raleigh | NC | 04/2016 | 08/2017 |
| Principal Securities, Inc. | Raleigh | NC | 04/2016 | 08/2017 |
| Kestra Financial, Inc. | Durham | NC | 03/2018 | 03/2022 |
| Unemployed | Wake Forest | NC | 08/2017 | 02/2018 |
| Gallagher Benefit Services | Durham | NC | 02/2018 | 03/2022 |
| Triad Advisors | Norcross | GA | 03/2022 | 11/2022 |
| Arthur J Gallagher | Durham | NC | 02/2018 | 03/2022 |
| Gallagher Fiduciary Advisors, Llc | Durham | NC | 04/2022 | 11/2022 |
| Lpl Financial Llc | Pittsburgh | PA | 12/2022 | Present |
| Hb Retirement | Pittsburgh | PA | 10/2022 | 03/2025 |
| Global Retirement Partners, Llc | San Rafael | CA | 12/2022 | 03/2025 |
| Henderson Brothers Financial Partners Llc | Pittsburgh | PA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 2006-11-10 |
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