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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-07-29 |
Branch Locations
11269 Perry Hwy Suite #400, Wexford, PA 15090 • United States
Six Ppg Place Suite 510, Pittsburgh, PA 15222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moon Area High School | Coraopolis | PA | 08/2018 | 05/2022 |
| Marietta College | Marietta | OH | 08/2022 | 12/2025 |
| Osaic Wealth/Service Wealth Intern | Trafford | PA | 05/2024 | 08/2024 |
| Ssb Bank | Pittsburgh | PA | 05/2025 | 08/2025 |
| Mcdowell's Inn | Coppel | PA | 02/2026 | Present |
| Unemployed | Coraopolis | PA | 06/2022 | 07/2022 |
| Unemployed | Coraopolis | PA | 01/2026 | 02/2026 |
| Unemployed | Coraopolis | PA | 07/2016 | 09/2016 |
| Moon Area Middle School | Coraopolis | PA | 09/2016 | 06/2018 |
| Unemployed | Coraopolis | PA | 07/2018 | 08/2018 |
| Equitable Advisors, Llc. | New York | NY | 07/2026 | Present |
McDowell's Inn - Bartender Not Investment related - Coppel, PA - 02/2026 - 15hrs/mth.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-10 |
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