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12255 El Camino Real Suite 125, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-07-01 |
Branch Locations
12255 El Camino Real Suite 125, San Diego, CA 92130 • United States
Jenkintown, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsburgh | PA | 08/2013 | 05/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsburgh | PA | 09/2013 | 05/2018 |
| Ubs Financial Services Inc. | Pittsburgh | PA | 06/2018 | 07/2020 |
| Ubs Financial Services Inc. | Pittsburgh | PA | 06/2018 | 07/2020 |
| Osaic Fa, Inc. | Sewickley | PA | 04/2022 | 06/2024 |
| Ccg Wealth Management Llc | Jenkintown | PA | 06/2024 | Present |
| Osaic Fa, Inc. | Sewickley | PA | 04/2022 | 06/2024 |
| Interchange Capital Partners, | Pittsburgh | PA | 01/2022 | 04/2022 |
| Interchange Capital Partners | Pittsburgh | PA | 06/2020 | 04/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-12 |
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