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Austin, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-07-26 |
| TX | RA | APPROVED | 2026-07-26 |
Branch Locations
Austin, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments, Llc | Pittsburgh | PA | 08/2016 | 08/2017 |
| Key Investment Services, Llc | Pittsburgh | PA | 09/2017 | 07/2018 |
| Hbks Wealth Advisors | Warrendale | PA | 07/2018 | 05/2021 |
| Waldron Private Wealth, Llc | Bridgeville | PA | 05/2021 | 08/2023 |
| The Coury Firm | Pittsburgh | PA | 08/2023 | 04/2025 |
| Entrewealth, Llc | Wexford | PA | 07/2026 | Present |
| N/A - Self-Employed | Wexford | PA | 04/2025 | 06/2026 |
1) Independent Insurance Agent; Pittsburgh, Pennsylvania; Not investment-related; Insurance agent; Insurance agent; August 2016 start date; 5 hours per month; 0 hours per month during securities trading hours; Insurance Licensed.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-07 |
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