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211 N. Whitfield Street Suite 201, Pittsburgh, PA 15206-3030 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-07-05 |
Branch Locations
211 N. Whitfield Street Suite 201, Pittsburgh, PA 15206-3030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Johnstown Family Vision | Johnstown | PA | 09/2015 | 10/2016 |
| U.S. Asset Management, Llc | Pittsburgh | PA | 05/2017 | 08/2018 |
| University Of Pittsburgh | Pittsburgh | PA | 08/2016 | 04/2018 |
| The Vanguard Group, Inc. | Malvern | PA | 09/2018 | 11/2018 |
| Pershing Llc | Pittsburgh | PA | 05/2019 | Present |
| Insight Global | Pittsburgh | PA | 02/2019 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-07 |
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