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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-13 |
| TX | RA | APPROVED | 2026-01-13 |
Branch Locations
680 Anderson Drive, Foster Plaza Ten Suite 350, Pittsburg, PA 15220 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Syracuse University, Whitman School Of Management | Syracuse | NY | 08/2013 | 05/2017 |
| Northwestern Mutual Investment Services Llc | Pittsburgh | PA | 11/2017 | 04/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 03/2017 | 04/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsburgh | PA | 05/2018 | 03/2021 |
| Pnc Investments | Pittsburgh | PA | 03/2021 | 12/2023 |
| Fort Pitt Capital Group Llc | Pittsburgh | PA | 01/2024 | 10/2024 |
| Kovitz Investment Group Partners, Llc | Pittsburgh | PA | 11/2024 | Present |
| Focus Partners Wealth, Llc | St. Louis | MO | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-23 |
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