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3550 Peachtree Road Ne Floor 7, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-07-13 |
Branch Locations
3550 Peachtree Road Ne Floor 7, Atlanta, GA 30326 • United States
Allison Park, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Pittsburgh | PA | 09/2013 | 09/2016 |
| First Niagara Securities | Pittsburgh | PA | 09/2013 | 09/2016 |
| Key Investment Services Llc | Pepper Pike | OH | 09/2016 | 11/2016 |
| Keybank | Pittsburgh | PA | 09/2016 | 11/2016 |
| Key Investment Services, Llc | Pepper Pike | OH | 11/2016 | 02/2017 |
| Keybank | Pittsburgh | PA | 11/2016 | 02/2017 |
| Key Investment Services, Llc | Pittsburgh | PA | 02/2017 | 09/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sewickley | PA | 09/2018 | 06/2026 |
| Robert Morris University | Moon Township | PA | 01/2017 | 04/2017 |
| Openarc Corporate Advisory, Llc | Atlanta | GA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-16 |
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