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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-04-01 |
Branch Locations
125 Donald Lane, Johnstown, PA 15904 • United States
924 Main Street, Portage, PA 15946 • United States
332 Unity Plaza, Latrobe, PA 15650 • United States
454 Park Hill Drive, Johnstown, PA 15909 • United States
1825 Oakland Avenue, Indiana, PA 15701 • United States
512 West High Street, Ebensburg, PA 15931 • United States
404 North Center Avenue, Somerset, PA 15501 • United States
?5150 Us-30, Greensburg, PA 15601 • United States
7538 Admiral Peary Highway, Cresson, PA 16630 • United States
1560 Menoher Boulevard, Johnstown, PA 15905 • United States
4510 William Penn Highway, Murrysville, PA 15668 • United States
150 Town Centre Drive, Johnstown, PA 15904 • United States
1148 Forest Hills Drive, Salix, PA 15952 • United States
600 Main Street, Johnstown, PA 15901 • United States
5812 6Th Ave, Altoona, PA 15601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1St Summit Bank | Johnstown | PA | 03/2007 | Present |
| Ems Sub Shop | Johnstown | PA | 03/2004 | Present |
| Ups | Johnstown | PA | 08/2017 | Present |
| Infinex Investments, Inc. | Meriden | CT | 07/2017 | Present |
1.) UPS. Not Investment related. Started 8/2017. Loader. Approx 60 hours per month not during trading hours. 2.) 1st Summit Bank. Yes, investment related. AVP. Started March 2007. Salary
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-15 |
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