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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2025-08-25 |
| AL | RA | APPROVED | 2025-08-15 |
| TX | RA | APPROVED_RES | 2025-08-15 |
| PA | RA | APPROVED | 2022-08-02 |
Branch Locations
141 South St. Clair Street Suite 202, Pittsburgh, PA 15206 • United States
Monroeville, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Pittsburgh | Pittsburgh | PA | 08/2015 | 04/2019 |
| Keybank | Pittsburgh | PA | 05/2018 | 08/2018 |
| Unemployed | Pittsburgh | PA | 05/2019 | 07/2019 |
| Pittsburgh Downtown Community Development Corp. | Pittsburgh | PA | 08/2017 | 10/2017 |
| Franco's Pizza Llc. | Plum | PA | 02/2015 | 04/2017 |
| J.P. Mcginley Holdings Llc. | Pittsburgh | PA | 05/2017 | 12/2017 |
| Key Investment Services Llc | Pittsburgh | PA | 07/2019 | 07/2022 |
| Keybank | Monroeville | PA | 07/2019 | 07/2022 |
| Tiaa | Pittsburgh | PA | 07/2022 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Pittsburgh | PA | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-23 |
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