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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-02-04 |
Branch Locations
1338 Freedom Rd, Cranberry Township, PA 16066 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Pittsburgh | Pittsburgh | PA | 08/2020 | 12/2021 |
| University Of Pittsburgh | Pittsburgh | PA | 01/2022 | 08/2023 |
| Varsity Tutors | Cheltenham | PA | 06/2021 | 03/2022 |
| Chipotle Mexican Grille | Pittsburgh | PA | 05/2022 | 09/2022 |
| University Of Pittsburgh | Pittsburgh | PA | 08/2019 | 04/2023 |
| Trinity Wealth Securities, Llc | Philadelphia | PA | 07/2024 | 11/2024 |
| J.P. Morgan Securities Llc | Cranberry Township | PA | 01/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Cranberry Township | PA | 01/2025 | Present |
| Tristate Financial Advisors | Philadelphia | PA | 10/2023 | 11/2024 |
| Vakratund Inc | Cheltenham | PA | 07/2019 | 08/2019 |
| Unemployed | Cheltenham | PA | 09/2023 | 09/2023 |
| Unemployed | Philadelphia | PA | 12/2024 | 12/2024 |
| Unemployed | Cheltenham | PA | 01/2015 | 06/2019 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-07-18 |
| S65 | Uniform Investment Adviser Law Examination | 2023-12-07 |
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