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Inactive

Nancy Israel Kunz

D.B. Root & Company, LLC

Pittsburgh, PA

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Current Employers
D.B. Root & Company, Llc

436 Seventh Avenue Suite 2800, Pittsburgh, PA 15219 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2018-01-05
  • PA RA
    APPROVED
    Since 2018-01-05

Branch Locations

436 Seventh Avenue Suite 2800, Pittsburgh, PA 15219 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Purshe Kaplan Sterling Investments Albany NY 04/2014 11/2019
Cantor Fitzgerald Wealth Partners New York NY 04/2014 12/2017
D.B. Root & Company, Llc Pittsburgh PA 01/2018 Present
R. Applegate & Associates Llc Allison Park PA 01/2018 12/2018
  • 04/2014 → 11/2019
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 04/2014 → 12/2017
    Cantor Fitzgerald Wealth Partners
    New York, NY
  • 01/2018 → Present
    D.B. Root & Company, Llc
    Pittsburgh, PA
  • 01/2018 → 12/2018
    R. Applegate & Associates Llc
    Allison Park, PA
Previous Registrations
  • 2018-01-08 → 2018-12-31
    R. Applegate & Associates Llc
    Pittsburgh, PA
    Pittsburgh, PA
  • 2015-04-02 → 2018-01-04
    Cantor Fitzgerald Wealth Partners, Llc
    Pittsburgh, PA
  • 2012-07-06 → 2014-11-12
    First Commonwealth Financial Advisors, Inc.
    Pittsburgh, PA
  • 2011-01-19 → 2014-04-09
    Essex National Securities, Llc
    Wexford, PA
    Pittsburgh, PA
  • 2010-08-26 → 2010-10-07
    Mml Investors Services, Llc
    Pittsburgh, PA
    Pittsburgh, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1982-08-20
  • S63 Uniform Securities Agent State Law Examination
    1982-08-20
Designations
Other Names
  • Nancy Leven Israel

View on SEC IAPD

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Other Offices

ALLEGHENY FINANCIAL GROUP · PITTSBURGH, PA
ALLEGHENY INVESTMENTS · PITTSBURGH, PA
ANALYTX CAPITAL MANAGEMENT LP · PITTSBURGH, PA
CWM, LLC · Pittsburgh, PA
LPL FINANCIAL LLC · BELLEVUE, PA
DS WEALTH ADVISORS, INC. · PITTSBURGH, PA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PITTSBURGH, PA
WESBANCO SECURITIES, INC. · PITTSBURGH, PA

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