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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-07-21 |
Branch Locations
434 Allegheny River Blvd Suite 201, Oakmont, PA 15139 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gamestop | Butler | PA | 08/2013 | 02/2017 |
| Citizens Bank | Saxonburg | PA | 02/2017 | 07/2017 |
| Citizens Securities, Inc. | Mars | PA | 07/2017 | 06/2020 |
| Citizens Bank | Mars | PA | 07/2017 | 06/2020 |
| Citizens Securities, Inc. | Pittsburgh | PA | 06/2020 | 07/2023 |
| 3Rivers Financial | Wexford | PA | 07/2024 | Present |
| Commonwealth Financial Network | Waltham | MA | 07/2023 | Present |
| Pinnacle Financial Strategies | Wexford | PA | 07/2023 | 07/2024 |
1. Fixed insurance sales; as of 07/21/2023; 15% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Shatley Wealth Management, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 10/19/2023; 80% of time spent during business hours; Conducted at branch; Investment related. 3. Co-Owner, 3Rivers Financial; a private entity established to facilitate securities, advisory, and insurance business; Located in Oakmont, PA; 100% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-05 |
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