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8050 Rowan Road Suite 401, Cranberry Twp., PA 16066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-07 |
Branch Locations
8050 Rowan Road Suite 401, Cranberry Twp., PA 16066 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital A Wealth Management | Cranberry Twp | PA | 05/2024 | 11/2025 |
| Washington And Jefferson College | Washington | PA | 08/2020 | 05/2024 |
| Neshannock High School | New Castle | PA | 08/2015 | 05/2020 |
| Capital A Wealth Management | Cranberry Twp | PA | 12/2025 | Present |
INSURANCE AGENT. LIFE, ACCIDENT AND HEALTH PRODUCTS. OFFERED THROUGH VARIOUS CARRIERS. NOT INVESTMENT RELATED. TIME SPENT = 15 HOURS/ MONTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-07 |
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