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219 N Main Street, Pittsburgh, PA 15215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-01 |
| NY | RA | APPROVED | 2023-04-25 |
| MA | RA | APPROVED | 2013-11-20 |
| PA | RA | APPROVED | 2006-12-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Healthview Asset Management | Pittsburgh | PA | 02/2003 | Present |
| Advisory Group Equity Servies | Natick | MA | 11/2006 | 06/2017 |
BENNINGTON ASSET MANAGEMENT LLC - INDEPENDENT FULL SERVICE MARKETTING COMPANY, MANAGING DIRECTOR SINCE 2/03, WHOLESALING FOR DIVIDEND GROWTH ADVISORS, INDEPENDENT CONTRACTOR; WORLDCARE NORTH AMERICA - INDEPENDENT MEDICAL CONSULTANT, OUTSIDE BOARD MEMBER. BERCLI,LLC, PITTSBURGH PA, 7/2008 TO PRESENT, NON-INVESTMENT RELATED, REAL ESTATE OWNERSHIP-GENERAL PARTNER, APPROXIMATELY 1 HOUR PER MONTH. BERCLI 2,LLC, PITTSBURGH PA, 6/2015 TO PRESENT, NON-INVESTMENT RELATED,REAL ESTATE OWNERSHIP-GENERAL PARTNER, NOT ACTIVE AT THIS TIME. BERNARD FAMILY LIMITED PARTNERSHIP, 4/2001 TO PRESENT, NON-INVESTMENT RELATED, REAL ESTATE OWNERSHIP-GENERAL PARTNER, APPROXIMATELY 4 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-21 |
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