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155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-09-20 |
Branch Locations
155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • United States
308 E Lancaster Ave 3Rd Floor, Wynnewood, PA 19096 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mainline Private Wealth, Llc | Wynnewood | PA | 12/2011 | 09/2023 |
| Na - See Position Held | Pittsburgh | PA | 05/1993 | Present |
| Mainline Securities Llc | Wynnewood | PA | 01/2015 | 09/2023 |
| Cw Advisors, Llc | Wynnewood | PA | 09/2023 | Present |
1) LICENSED INSURANCE PRODUCER; NON INVESTMENT-RELATED; PITTSBURGH, PA; INSURANCE SALES; 05/1993; 10 HRS/MONTH; 10 HRS/MONTH DURING TRADING HOURS; IMPLEMENTATIONS OF INSURANCE RECOMMENDATIONS. 2) DROZ MANAGEMENT, LLC; INVESTMENT-RELATED; 4916 LIBERTY AVE, PITTSBURGH, PA 15224; SMALL APARTMENT BUILDINGS AND OFFICE; OWNER; 09/2023; 1 HR/MONTH; 1 HR/MONTH DURING TRADING HOURS; I RENT THE APARTMENTS AND COLLECT RENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1983-01-07 |
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