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4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-03-27 |
Branch Locations
201 Penn Center Blvd Suite 400, Pittsburgh, PA 15235 • United States
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ae Wealth Management, Llc | Topeka | KS | 04/2023 | 02/2024 |
| Dynamo Geospatial Solutions, Llc | Pittsburgh | PA | 08/2013 | 02/2017 |
| Tony Fontana - Independent Agent | Pittsburgh | PA | 03/2017 | 03/2026 |
| Fontana Financial Services, Llc | Pittsburgh | PA | 04/2023 | Present |
| Annuity Iq, Llc | Pittsburgh | PA | 11/2023 | Present |
| Gradient Advisors, Llc | Arden Hills | MN | 03/2026 | Present |
| Ogi Technology | Pittsburgh | PA | 02/2015 | 02/2017 |
| Brookstone Capital Management | Wheaton | IL | 03/2024 | 03/2026 |
1. Fontana Financial Services | Investment Related | 201 Penn Center Blvd, Suite 400, Pittsburgh, PA 15235 | Financial Planning | Financial Advisor | 04/2023 | Investment Advisor Representative | 160hr/mo | 160hrs/mo during trading | Advisory and Insurance Services 2. Annuity IQ, LLC | Investment Related | Pittsburgh, Pennsylvania | Lead Generation | Owner | CEO | 11/2023 | 1hr/mo outside trading | Lead generation through education
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-31 |
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