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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-03 |
| PA | RA | APPROVED | 2020-09-21 |
Branch Locations
4600 J. Barry Court Ste. 220, Canonsburg, PA 15317 • United States
Bridgeville, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Pittsburgh | PA | 08/2017 | 11/2017 |
| Apptio | Bellevue | WA | 09/2015 | 08/2017 |
| Axa Advisors, Llc | New York | NY | 11/2017 | 01/2019 |
| Mid Atlantic Capital Corporation | Mcmurray | PA | 01/2019 | 04/2019 |
| Mid Atlantic Financial Management, Inc. | Pittsburgh | PA | 01/2019 | 04/2019 |
| Pruco Securities Llc | Pittsburgh | PA | 06/2019 | 01/2020 |
| Unemployed | Pittsburgh | PA | 04/2019 | 06/2019 |
| Cetera Investment Services Llc | St Cloud | MN | 09/2020 | Present |
| Cetera Investment Advisers Llc | Canonsburg | PA | 09/2020 | Present |
| Unemployed | Bridgeville | PA | 02/2020 | 08/2020 |
1. ADMINISTRATOR OF WILL/ESTATE/PROBATE FOR FATHER-IN-LAW, 2-4/HRS/WK 2. SUCCESSOR TRUSTEE OF (DAWN MARTIN) SISTER-IN-LAW’S REVOCABLE LIVING TRUST
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-19 |
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