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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-03-15 |
| PA | RA | APPROVED | 2023-06-20 |
Branch Locations
249 Fifth Avenue Floor 29, Pittsburgh, PA 15222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 09/2016 | 10/2017 |
| Wittenerg University Student | Springfield | OH | 08/2015 | 09/2016 |
| Primerica Financial Services | North Royalton | OH | 07/2019 | 01/2022 |
| Pfs Investments Inc. | North Royalton | OH | 09/2019 | 12/2021 |
| Quicken Loans | Cleveland | OH | 10/2017 | 11/2018 |
| Onix Networking | Lakewood | OH | 11/2018 | 01/2021 |
| Pnc Investments | Lakewood | OH | 06/2023 | Present |
| Crosscountry Mortgage | Cleveland | OH | 01/2021 | 10/2022 |
| Unemployed | Lakewood | OH | 10/2022 | 06/2023 |
Cleveland Sauce Company LLC, Owner, Not Investment Related, Cleveland, OH, 7/26/2019 to Present, 2-5 hours per month (0 hours per month during securities trading hours)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-19 |
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