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30300 Chagrin Boulevard, Pepper Pike, OH 44124-5725 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-04-08 |
Branch Locations
1500 Ashwood Drive Suite 1504, Canonsburg, PA 15317 • United States
8050 Rowan Road Suite 1504, Cranberry Township, PA 16066 • United States
30300 Chagrin Boulevard, Pepper Pike, OH 44124-5725 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities, Inc. | Portland | OR | 07/2017 | 05/2021 |
| Gateway Financial Group | Pittsburgh | PA | 03/2017 | 05/2021 |
| Self-Employed | Charlotte | NC | 12/2016 | 03/2017 |
| Hood College | Frederick | MD | 08/2012 | 02/2017 |
| Helm Financial | Dover | NH | 06/2021 | 09/2021 |
| Gateway Private Wealthmanagement | Pittsburgh | PA | 11/2021 | 10/2023 |
| Schneider Downs Wealth Management Advisors, Lp | Pittsburgh | PA | 11/2023 | 03/2026 |
| Carnegie Investment Counsel | Cranberry Township | PA | 04/2026 | Present |
Name: National Eagle Scout Association of Pittsburgh (NESA Pittsburgh). Not investment-related. Address: Laurel Highlands Council, Attn: Pittsburgh NESA, 1275 Bedford Ave, Pittsburgh, PA 15219. Description: Professional association for Eagle Scouts to apply their skills and experience to the leadership and service needs of other Eagle Scouts, the Laurel Highlands Council, and foster social and career relationships. Title: Treasurer. Start date: 05/01/2021. Hours per Month: Approximately 1-5 hours per month, sometimes during securities trading hours and sometimes outside of business hours. Duties: Responsible for high-level oversight and basic financial reporting and budgeting; present financial position to Board during meetings.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-08 |
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