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309 Smithfield Street 6Th Floor, Pittsburgh, PA 15222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2020-07-14 |
| PA | RA | APPROVED | 2020-06-08 |
| OH | RA | APPROVED | 2020-03-23 |
Branch Locations
309 Smithfield Street 6Th Floor, Pittsburgh, PA 15222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eastern Financial Group, Inc. Dba Elder Law Management | Pittsburgh | PA | 05/2006 | Present |
| Elm Capital Management Inc | Pittsburgh | PA | 03/2020 | Present |
1) 05/2006: Eastern Financial Group, Inc. dba Elder Law Management; Pittsburgh, PA; Investment Adviser Representative/Estate planner/Solicitor; Investment Related; Investment Advisory Firm; Approximate 30 hours per month estate and insurance planning with clients. 2. Independent Insurance Agent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 1986-04-01 |
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