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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-25 |
| TX | RA | APPROVED | 2025-09-03 |
Branch Locations
100 Howe Drive, Covington, KY 41015-5000 • United States
1680 Washington Rd Ste H, Pittsburgh, PA 15241-1213 • United States
Pittsburgh, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| -Unemployed | -Pittsburgh | PA | 09/2000 | 06/2021 |
| Virginia Tech | Blacksburg | VA | 08/2019 | 05/2023 |
| Greek Orthodox Metropolis Of Pittsburgh | Pittsburgh | PA | 06/2021 | 05/2024 |
| -Unemployed | Cincinnati | OH | 03/2024 | 07/2024 |
| Virginia Tech Dining Services | Blacksburg | VA | 10/2022 | 12/2022 |
| -Upper St Clair School District | -Upper St Clair | PA | 08/2006 | 06/2019 |
| Fidelity Investments | Covington | KY | 07/2024 | Present |
| Mediterra Cafe | Pittsburgh | PA | 09/2023 | 03/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-28 |
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