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223 Mercer Street, Harmony, PA 16037 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-02-09 |
| FL | RA | APPROVED | 2016-11-04 |
| IL | RA | APPROVED | 2016-11-04 |
| GA | RA | APPROVED | 2016-11-03 |
| OH | RA | APPROVED | 2016-11-03 |
| PA | RA | APPROVED | 2016-11-03 |
| TX | RA | APPROVED | 2016-11-03 |
| CA | RA | APPROVED | 2011-02-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rodgers Brothers, Inc. | Pittsburgh | PA | 04/1985 | Present |
1.) 2/2000 ALIGNED PARTNERS TRUST; SHAREHOLDER/BOARD OF DIRECTORS AND AS SECRETARY; REGISTERED TRUST BANK; INVESTMENT RELATED; 1606 Carmody Ct., Suite 300 Sewickley PA 15143; 5 HOURS PER MONTH DURING SECURITIES TRADING HOURS 2.) 9/2016 Friends of Quaker Valley Schools Trustee ; 501(c)3 organization; Secretary; Sewickley, PA 15143; Non- Investment Related; Approximately 1% spent on outside business activity. 3) 6/2014 Harmony1806 LLC; Owner; Rental Real Estate Holdings Company; Investment Related; Harmony, PA; 2 hours/month; 0 hours during trading hours; Rented Office Building 4) 10/2024 Harmony 543 LLC; Owner; Rental Real Estate Holding Company; Investment Related; Harmony, PA; 2 hours/month; 0 hours during trading hours; Rented Office Space
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-27 |
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