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8888 E. Raintree Drive Suite 110, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-29 |
| TX | RA | APPROVED | 2026-08-29 |
Branch Locations
8888 E. Raintree Drive Suite 110, Scottsdale, AZ 85260 • United States
Pittsburgh, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dew Wealth Management | Pittsburgh | PA | 06/2026 | Present |
| Heritage Wealth Advisors | Pittsburgh | PA | 04/2025 | 05/2026 |
| Heritage Wealth Advisors | Pittsburgh | PA | 09/2024 | 04/2025 |
| Marion Wealth Management | Pittsburgh | PA | 09/2023 | 08/2024 |
| Gallina Development Company | Rochester | NY | 06/2023 | 08/2023 |
| Duquesne University | Pittsburgh | PA | 08/2022 | 05/2025 |
| Mcquaid Jesuit High School | Rochester | NY | 09/2018 | 06/2022 |
| Siena Middle School | Rochester | NY | 09/2015 | 06/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-29 |
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