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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-06-25 |
Branch Locations
249 Fifth Avenue Floor 29, Pittsburgh, PA 15222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth | Oakmont | PA | 08/2024 | 12/2024 |
| Fresh Thyme | Bridgeville | PA | 05/2024 | 12/2024 |
| Saint Vincent Career Center | Latrobe | PA | 09/2023 | 12/2023 |
| Fresh Thyme | Bridgeville | PA | 05/2023 | 04/2024 |
| Aflac | New York | NY | 05/2022 | 08/2022 |
| Chipotle | Bridgeville | PA | 06/2021 | 08/2021 |
| Saint Vincent College | Latrobe | PA | 08/2020 | 05/2024 |
| Chick-Fil-A | Robinson | PA | 08/2019 | 07/2020 |
| Our Lady Of The Sacred Heart High School | Coraopolis | PA | 08/2016 | 05/2020 |
| Pnc Investments Llc | Pittsburgh | PA | 01/2025 | Present |
1/20/2026 / Judge of Elections / Allegheny County Board of Elections / non-investment related / 13.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-10 |
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