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400 Penn Center Blvd., Suite 555, Pittsburgh, PA 15235-5610 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-25 |
| FL | RA | APPROVED | 2023-09-07 |
| NC | RA | APPROVED | 2023-08-31 |
| CA | RA | APPROVED | 2023-08-30 |
| PA | RA | APPROVED | 2023-08-30 |
Branch Locations
400 Penn Center Blvd., Suite 555, Pittsburgh, PA 15235-5610 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 03/2017 | 10/2018 |
| Baker Process Equipment Company | Coraopolis | PA | 08/2012 | 02/2017 |
| Self Employed | Pittsburgh | PA | 10/2016 | 01/2017 |
| Tiny Horse | Charlotte | NC | 03/2017 | 04/2017 |
| Unemployed | Coraopolis | PA | 08/2016 | 10/2016 |
| Self Employed | Pittsbugh | PA | 01/2017 | 11/2019 |
| Ubs Financial Services Inc. | Pittsburgh | PA | 11/2018 | 11/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsburgh | PA | 11/2020 | 08/2023 |
| Vista Investment Management | Pittsburgh | PA | 08/2023 | Present |
I*136334 For profit or not for profit: For-Profit Organization Name of outside business organization: Uber Technologies, Inc. Investment related: N Address of business: San Francisco, California 94103 Nature of business: Corporation, Position, title, association: Part-Time, Employee/ Independent Contractor Start date of relationship: 2/25/2021 Number of hours devoted: 5 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Drive passengers for compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-08 |
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