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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2024-09-30 |
| PA | RA | APPROVED | 2010-06-25 |
| TX | RA | APPROVED_RES | 2008-07-18 |
| CT | RA | APPROVED | 2008-06-30 |
Branch Locations
260 Forbes Ave Pbig - Market Square, Pittsburgh, PA 15222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Pittsburgh | PA | 05/2008 | Present |
| Bank Of America, Na | Pittsburgh | PA | 12/2009 | Present |
I*115113 For profit or not for profit: For-Profit Organization Name of outside business organization: Complexity Happens Investment related: N Address of business: Gibsonia, Pennsylvania 15044 Nature of business: LLC, Position, title, association: Owner, Start date of relationship: 6/11/2018 Number of hours devoted: 6 hour(s) Monthly Number of hours devoted during trading hours: 2 Duties: This is an activity that has been approved by OMT and market leadership. It is a business related to a topic I research and speak about on success-related complexity. Complexity of Success is NOT related to the work I do as an FA. I*42112 For profit or not for profit: Non-Profit Organization Name of outside business organization: Children's Museum of Pittsburgh Investment related: N Address of business: Pittsburgh, Pennsylvania 15217 Nature of business: Charitable Organization, Position, title, association: Director, Start date of relationship: 5/31/2008 Number of hours devoted: 10 hour(s) Monthly Number of hours devoted during trading hours: 5 Duties: participate in activities of the board
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-06-28 |
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