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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-07-27 |
Branch Locations
38 North Lansdowne Avenue, Lansdowne, PA 19050 • United States
4060 City Avenue, Philadelphia, PA 19131 • United States
3607 West Chester Pike, Newtown Square, PA 19073 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Valley Forge | PA | 02/1987 | 07/2018 |
| Wealth Advisory Group, Inc. | Berwyn | PA | 03/2019 | 05/2022 |
| Retired | Malvern | PA | 07/2018 | 03/2019 |
| Kestra Investment Services, Llc | Berwyn | PA | 05/2022 | 03/2023 |
| Kestra Advisory Services, Llc | Berwyn | PA | 05/2022 | 03/2023 |
| Pnc Investments Llc | Newtown Square | PA | 07/2023 | Present |
| Consultant | Newtown Square | PA | 03/2023 | 07/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-28 |
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