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44 Abele Road Suite 400, Bridgeville, PA 15017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-03-02 |
Branch Locations
44 Abele Road Suite 400, Bridgeville, PA 15017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 07/2017 | 10/2018 |
| Ollie's Pizza | Mcmurray | PA | 05/2015 | 06/2017 |
| Pennsylvania State University | State College | PA | 08/2013 | 05/2017 |
| Purshe Kaplan Sterling Investments | Albany | NY | 11/2018 | 10/2020 |
| Hbks Wealth Advisors | Warrendale | PA | 10/2018 | 02/2022 |
| Waldron Private Wealth, Llc | Bridgeville | PA | 02/2022 | 12/2022 |
| Waldron Private Wealth, Llc | Bridgeville | PA | 12/2022 | 12/2023 |
| Waldron Private Wealth, Llc | Bridgeville | PA | 01/2024 | Present |
1) Insurance agent; investment related, 44 Abele Rd, Suite 400, Bridgeville, PA 15017; started 10/2024; approximately 1-2 hours per month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-08-23 |
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