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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2010-07-21 |
Branch Locations
201 Penn Center Blvd, Suite 400, Pittsburgh, PA 15235 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Pittsburgh | PA | 11/1996 | Present |
| Laurel Financial Group | Pittsburgh | PA | 07/2002 | 01/2026 |
| Berthold Capital, Llc | Pittsburgh | PA | 01/2026 | Present |
1. IAR OF RIA LAUREL FINANCIAL GROUP - APPROX 50% OF TIME IS DEVOTED TO PROVIDING FINANCIAL PLANNING/CONSULTING & ASSET MANAGEMENT SERVICES - INVESTMENT RELATED 2. FIXED INSURANCE SALES AT BRANCH LOCATION, INVESTMENT RELATED. 3. VICE PRESIDENT OF SECURITIES COMPANY, LAUREL FINANCIAL GROUP; INVESTMENT RELATED; CONDUCTED AT BRANCH LOCATION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-19 |
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