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530 William Penn Place, Pittsburgh, PA 15219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-05-29 |
Branch Locations
530 William Penn Place, Pittsburgh, PA 15219 • United States
3560 W. Market Street, Suite 215, Fairlawn, OH 44333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cookson Peirce & Co., Inc. | Pittsburgh | PA | 05/2026 | Present |
| Mcmaster-Carr Supply Co. | Aurora | OH | 02/2012 | 03/2018 |
| Charles Schwab & Co., Inc. | Richfield | OH | 03/2018 | 04/2019 |
| The Huntington National Bank | North Canton | OH | 03/2019 | 06/2020 |
| The Huntington Investment Company | Columbus | OH | 04/2019 | 06/2020 |
| Triad Advisors | Norcross | GA | 06/2020 | 04/2022 |
| Lineweaver Wealth Advisors | Valley View | OH | 12/2021 | 03/2022 |
| Lineweaver Wealth Advisors | Valley View | OH | 06/2020 | 03/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Akron | OH | 03/2022 | 05/2026 |
| Cleveland State University | Cleveland | OH | 01/2015 | 12/2017 |
| Bank Of America, N.A. | Akron | OH | 05/2022 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-02 |
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