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Stone Quarry Crossing 811 Camp Horne Road, Suite 100, Pittsburgh, PA 15237 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-02-25 |
Branch Locations
Stone Quarry Crossing 811 Camp Horne Road, Suite 100, Pittsburgh, PA 15237 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Partners Financial Group/Managing General Agents | State College | PA | 08/2019 | 04/2021 |
| N/A | Springboro | PA | 05/2019 | 08/2019 |
| Penn State Housing & Food Services - Behrend | Erie | PA | 08/2015 | 05/2019 |
| Penn State Behrend | Erie | PA | 08/2015 | 05/2019 |
| Edward Jones | Edinboro | PA | 06/2018 | 08/2018 |
| Pratt Insurance Agency (Erie Insurance) | Girard | PA | 06/2017 | 08/2017 |
| Junior Achievement | Erie | PA | 01/2017 | 05/2017 |
| Penn State Behrend - Residence Life | Erie | PA | 08/2017 | 08/2019 |
| Allegheny Financial Group | Pittsburgh | PA | 05/2021 | 04/2024 |
| Allegheny Financial Group | Pittsburgh | PA | 04/2024 | 12/2025 |
| Allegheny Financial Group | Pittsburgh | PA | 01/2026 | Present |
3rd Decade - Nonprofit mentorship for financial education. Mentor, started 2024 - 1-4 hours/month, no hours devoted during securities trading hours. Mentor for young individuals and couples with financial education. Financial Planning Association - Pittsburgh Chapter Board - Nonprofit trade association (501(c)(6); Duties include helping guide chapter strategy and support engagement; FPA Board Member, 5-10 hours/month, 1-2 hours/quarter during trade hours, $0 compensation per year
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