Best Investors Account Sign in
Inactive

Paula Marie Tremba

Captrust

Greensburg, PA

Claim This Profile
Current Employers
Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-01-19
  • PA RA
    APPROVED
    Since 2021-01-19

Branch Locations

542 Rugh Street Suite 1000, Greensburg, PA 15219 • 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
Private Wealth Advisors, Inc. Greensburg PA 01/2003 01/2021
Pwa Securities, Inc. Greensburg PA 02/2007 12/2018
Capfinancial Partners, Llc. (Captrust) Raleigh NC 01/2021 Present
  • 01/2003 → 01/2021
    Private Wealth Advisors, Inc.
    Greensburg, PA
  • 02/2007 → 12/2018
    Pwa Securities, Inc.
    Greensburg, PA
  • 01/2021 → Present
    Capfinancial Partners, Llc. (Captrust)
    Raleigh, NC
Previous Registrations
  • 2018-06-25 → 2021-03-31
    Pwa Wealth Management
    Greensburg, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1998-11-04
  • S66 Uniform Combined State Law Examination
    1998-11-04
Other Names
  • Paula Marie Conko

View on SEC IAPD

Other Firms

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
OSAIC INSTITUTIONS, INC.
ELLE INVESTMENT GROUP LLC
PFS INVESTMENTS INC.
AMERIPRISE FINANCIAL SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
CITIZENS SECURITIES, INC.
EDWARD JONES

Other Investors

Michael Fetterolf
Anita Buerkle
SHANNON MAI SPISAK
SUZANNE JEAN KERLIN WARD
ARNOLD MATHEW TOTTER
MARK JOSEPH VULCAN
KELLY LYNN PERRY
Donna Marie Bailey

Other Offices

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · GREENSBURG, PA
OSAIC INSTITUTIONS, INC. · Greensburg, PA
ELLE INVESTMENT GROUP LLC · GREENSBURG, PA
PFS INVESTMENTS INC. · GREENSBURG, PA
AMERIPRISE FINANCIAL SERVICES, LLC · Greensburg, PA
THRIVENT INVESTMENT MANAGEMENT INC. · GREEENSBURG, PA
CITIZENS SECURITIES, INC. · GREENSBURG, PA
EDWARD JONES · GREENSBURG, PA

More in Greensburg, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor