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Howard Lawrence Mcelfresh

Ameriserv Wealth Advisors Inc

Pittsburgh, PA

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Current Employers
Ameriserv Wealth Advisors Inc

216 Franklin Street, Johnstown, PA 15901-1911 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-03-06
  • PA RA
    APPROVED
    Since 2025-03-06

Branch Locations

201 Penn Center Blvd Suite 200, Pittsburgh, PA 15235 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unemployed Murrysville PA 12/2016 01/2018
Fifth Third Bank Orlando FL 08/2012 12/2016
New York Life Insurance Co Pittsburgh PA 01/2018 05/2018
Nylife Securities Llc Pittsburgh PA 02/2018 05/2018
Edward Jones Murrysville PA 05/2018 11/2018
Td Ameritrade Birmingham MI 02/2019 02/2022
Unemployed Murrysville PA 12/2018 02/2019
Ameriserv Wealth Advsiors Pittsburgh PA 02/2025 Present
Huntington Bank Pittsburgh PA 02/2022 12/2024
  • 12/2016 → 01/2018
    Unemployed
    Murrysville, PA
  • 08/2012 → 12/2016
    Fifth Third Bank
    Orlando, FL
  • 01/2018 → 05/2018
    New York Life Insurance Co
    Pittsburgh, PA
  • 02/2018 → 05/2018
    Nylife Securities Llc
    Pittsburgh, PA
  • 05/2018 → 11/2018
    Edward Jones
    Murrysville, PA
  • 02/2019 → 02/2022
    Td Ameritrade
    Birmingham, MI
  • 12/2018 → 02/2019
    Unemployed
    Murrysville, PA
  • 02/2025 → Present
    Ameriserv Wealth Advsiors
    Pittsburgh, PA
  • 02/2022 → 12/2024
    Huntington Bank
    Pittsburgh, PA
Previous Registrations
  • 2022-01-26 → 2022-02-23
    Charles Schwab & Co., Inc.
    Birmingham, MI
  • 2019-03-06 → 2022-02-23
    Td Ameritrade, Inc.
    Birmingham, MI
    Birmingham, MI
    Murrysville, PA
  • 2019-03-06 → 2022-02-23
    Td Ameritrade Investment Management, Llc
    Birmingham, MI
    Murrysville, PA
  • 2008-06-25 → 2009-10-02
    Regions Investment Management, Inc.
    Orlando, FL
  • 2003-12-19 → 2008-01-28
    Amsouth Asset Management, Inc.
    Orlando, FL
  • 2002-12-04 → 2003-10-21
    Amsouth Investment Management Company Llc
    Orlando, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-03-05
S63 Uniform Securities Agent State Law Examination 2018-03-30
  • S65 Uniform Investment Adviser Law Examination
    2019-03-05
  • S63 Uniform Securities Agent State Law Examination
    2018-03-30
Designations
Other Names
  • Howard Lawrence Mcelfresh
  • Howard L Mcelfresh

View on SEC IAPD

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