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2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-03-03 |
| TX | RA | APPROVED | 2026-03-03 |
Branch Locations
2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities, Llc | King Of Prussia | PA | 08/2017 | 10/2019 |
| Cssi | King Of Prussia | PA | 06/2016 | 08/2017 |
| S.R. Snodgrass P.C. | Cranberry | PA | 11/2019 | 02/2020 |
| Bny Mellon | Pittsburgh | PA | 03/2020 | 07/2020 |
| Lpl Financial, Llc | Pittsburgh | PA | 07/2020 | 06/2021 |
| Wealth Enhancement Advisory Services, Llc | Pittsburgh | PA | 04/2021 | 06/2021 |
| Wealth Enhancement Brokerage Services | Plymouth | MN | 04/2021 | 06/2021 |
| Wealth Enhancement Group | Plymouth | MN | 07/2020 | 06/2021 |
| Sagepoint Financial, Inc. | Pittsburgh | PA | 05/2021 | 08/2022 |
| Fidelity Investments | Pittsburgh | PA | 08/2022 | 07/2023 |
| Giant Food Stores Llc | Royersford | PA | 06/2016 | 11/2016 |
| Champion Force Athletics | King Of Prussia | PA | 09/2017 | 12/2021 |
| Shannopin Country Club | Pittsburgh | PA | 02/2020 | 06/2020 |
| Allegheny Financial Group | Pittsburgh | PA | 07/2023 | 02/2026 |
| Facet | West Palm Beach | FL | 02/2026 | Present |
3rd Decade, investment-related, 501(c) 3 non-profit organization, provides education and financial guidance to participants, volunteer, 2023, 20-40 hours per year, 0 hours per year training, no annual compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-12 |
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