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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-03-02 |
Branch Locations
Pittsburgh, PA • United States
2060 Mackenzie Way, Cranberry Twp, PA 16066-5333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wesbanco, Inc. | Pittsburgh | PA | 05/2021 | 08/2021 |
| The Pennsylvania State University | University Park | PA | 08/2022 | 08/2023 |
| Wesbanco, Inc. | Pittsburgh | PA | 05/2020 | 08/2020 |
| The Pennsylvania State University | University Park | PA | 08/2019 | 05/2020 |
| The Pennsylvania State University | University Park | PA | 08/2021 | 05/2022 |
| Fidelity Investments | Cranberry Twp | PA | 10/2025 | Present |
| Thomas Jefferson High School | Jefferson Hills | PA | 06/2015 | 06/2019 |
| Dean Honda, Inc. | Pittsburgh | PA | 05/2019 | 08/2019 |
| The Pennsylvania State University | University Park | PA | 08/2020 | 05/2021 |
| Bill Few Associates, Inc. | Pittsburgh | PA | 08/2023 | 10/2024 |
| Unemployed | Pittsburgh | PA | 10/2024 | 10/2025 |
| Unemployed | Pittsburgh | PA | 05/2022 | 06/2022 |
| Bill Few Associates, Inc. | Pittsburgh | PA | 06/2022 | 08/2022 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-10-18 |
| S65 | Uniform Investment Adviser Law Examination | 2025-10-17 |
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