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798 Turnpike St, Beaver, PA 15009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-06-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Catlin Financial, Llc | Harrisburg | PA | 03/2013 | Present |
| Inetworks, Llc | Pittsburgh | PA | 10/2014 | 12/2019 |
| Icapital Advisors Llc | Pittsburgh | PA | 05/2016 | 04/2021 |
| Washington County, Pa | Washington | PA | 12/2019 | 12/2021 |
| T&R Properties | Dublin | OH | 12/2021 | Present |
I am currently an employee at T&R Properties, located at 3895 Stoneridge Ln, Dublin, OH 43017. The primary business is property management and is not investment related. I am the Director of Operations and oversee the day-to-day functions of renting apartment units. I devote approximate 120 hours per month and approximately 4 hours during the trading day.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-16 |
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