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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-01-30 |
| PA | RA | APPROVED | 2010-06-25 |
| CA | RA | APPROVED | 2003-01-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 01/2003 | Present |
| Bank Of America,Na | Pittsburgh | PA | 09/2009 | Present |
I*3295276 Entity Type: N/AName of OBA: J A. D Irrev TrustAddress: Sewickley, Pennsylvania, 15143Investment Related: NoPosition, Title, Association: TrusteeEmployee Start Date: 11/15/2025Number of Hours: 2, YearlyNumber of Hours during trading: 1, YearlyDuties: Parents I*485432, Entity Type: , Name of OBA: J D. D' Trust, Address: Sewickley, Pennsylvania, 15143, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 06/03/2014, No Hours: 2 Yearly, No Hours during Trading: 1 Yearly, Duties: I*5172268, Entity Type, Name of OBA: A H D' TTEE J R D TTEE U/A DTD 01/12/2009 Address: Sewickley Pennsylvania 15143 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 08/03/2026 No Hours: 1 Monthly No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-16 |
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