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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-11-21 |
Branch Locations
30100 Chagrin Blvd Suite 101, Pepper Pike, OH 44124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Professional Funds Distributor, Llc | King Of Prussia | PA | 11/2009 | 11/2019 |
| Pnc Capital Advisors | Cleveland | OH | 11/2009 | 11/2019 |
| Equity Trust Company | Westlake | OH | 12/2020 | 05/2024 |
| Unemployed | Chagrin Falls | OH | 12/2019 | 11/2020 |
| Pnc Investments | Worthington | OH | 11/2024 | Present |
| Unemployed | Covington | KY | 06/2024 | 11/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 1986-02-20 |
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