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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-15 |
| PA | RA | APPROVED | 2024-07-22 |
| TX | RA | APPROVED_RES | 2024-07-19 |
Branch Locations
Islamorada, FL • United States
530 Pellis Road 5000, Greensburg, PA 15601 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Greensburg | PA | 03/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Greensburg | PA | 11/2016 | 07/2024 |
| Wells Fargo Advisors Financial Network, Llc | Greensburg | PA | 07/2024 | Present |
RENTAL PROPERTY; INV-RELATED; GREENSBURG, PA; 100% OWNERSHIP WITH SPOUSE; START: 1/2005; HOURS: 1 PER MONTH - 0 DURING TRADING; DUTIES: LANDLORD | LAKESIDE WAY LLC, INV RELATED, GREENSBURG, PA, 50% OWNERSHIP WITH SPOUSE, VACANT LOT, START DATE: 10/2023, 1 HR PER MONTH, 0 HRS DURING TRADING, PROPERTY HOLDER.| HIGHLANDS WEALTH MANAGEMENT LLC, INV RELATED, GREENSBURG, PA, 38% OWNERSHIP, START 2/21/2024, 160 HOURS PER MONTH, 100 HOURS DURING TRADING, FINET PRACTICE.| BRIAN R. SUKAY LLC, INV RELATED, GREENSBURG, PA, 100% OWNERSHIP, START 1/30/2024, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, FINET REVENUE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 1989-09-27 |
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