Best Investors Account Sign in
Inactive

Arthur Kerwin Sobczak

Private Wealth Services, LLC

Cranberry Township, PA

Claim This Profile
Current Employers
Private Wealth Services, Llc

2009 Mackenzie Way Suite 100, Cranberry Township, PA 16066 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-03-20
  • PA RA
    APPROVED
    Since 2023-03-20

Branch Locations

2009 Mackenzie Way Suite 100, Cranberry Township, PA 16066 • 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
Ownership Advisors, Inc Independence OH 12/2011 08/2018
Lpl Financial Llc Cleveland OH 01/2012 08/2018
Private Wealth Insurance Consulting Pittsburgh PA 09/2018 04/2019
Millennium Brokerage Group Brentwood TN 08/2018 Present
The Leaders Group, Inc Littleton CO 08/2018 12/2020
Private Wealth Services, Llc Pittsburgh PA 04/2019 Present
  • 12/2011 → 08/2018
    Ownership Advisors, Inc
    Independence, OH
  • 01/2012 → 08/2018
    Cleveland, OH
  • 09/2018 → 04/2019
    Private Wealth Insurance Consulting
    Pittsburgh, PA
  • 08/2018 → Present
    Millennium Brokerage Group
    Brentwood, TN
  • 08/2018 → 12/2020
    The Leaders Group, Inc
    Littleton, CO
  • 04/2019 → Present
    Pittsburgh, PA
Previous Registrations
  • 2020-12-02 → 2022-12-31
    Cranberry Township, PA
  • 2019-09-19 → 2020-12-03
    Summit, NJ
    Pittsburgh, PA
    Cranberry Twp, PA
  • 2012-05-14 → 2019-07-24
    Ownership Advisors, Inc.
    Cleveland, OH
  • 2012-01-10 → 2018-09-04
    Cleveland, OH
  • 2001-04-11 → 2004-01-15
    Osaic Fa, Inc.
    Solon, OH
Other Businesses

1.) MILLENNIUM BROKERAGE GROUP - 8/31/2018 - 100 Winners Circle, Suite 410, Brentwood, TN 37027 - Wholesaler, Sales, Invt Rel, Insurance Business, 10 hrs/mo; 10 hrs/mo (during trading hours). 2.) PRIVATE WEALTH SERVICES, LLC - 3/27/2019 - 111 Spyglass Drive, Pittsburgh, PA 15229 - Business Owner, Management, consulting, sales, service, Not Invt Rel, Insurance consulting business (non variable), 80 hrs/mo; 60 hrs/mo (during trading hours). 3.) TLG ADVISORS, INC - 9/16/2019 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, IAR Business, 10 hrs/mo; 10 hrs/mo (during trading hours).

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1986-08-18
  • S63 Uniform Securities Agent State Law Examination
    1986-08-18
Designations
Other Names
  • Artie Sobczak
  • Art Sobczak

View on SEC IAPD

More in Cranberry Township, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor