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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2010-06-24 |
| TX | RA | APPROVED_RES | 2009-01-12 |
| NJ | RA | APPROVED | 2005-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Pittsburgh | PA | 01/2022 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsburgh | PA | 03/1984 | Present |
I*4662268, Entity Type: Rental Property Name of OBA: Rental Property - 04-Jun-26 - 1, Address: Houtzdale, Pennsylvania, 16651, Investment Related: N, Position, Title, Association: Co-owner with non-family members, Employee Start Date: 05/01/2026, No Hours: 2 Yearly, No Hours during Trading: 0 Duties: I*4842275 Entity Type: Charitable Name of OBA: Polish Cultural Council Address: Pittsburgh, Pennsylvania, 15217 Investment Related: No Position, Title, Association: Committee, Board Member Employee Start Date: 08/01/2026 Number of Hours: 25, Yearly Number of Hours during trading: 0 Duties: Support Polish Heritage and Culture in the Pittsburgh area by hosting various cultural dinner and entertainment events. I am a board committee member to assists in setup, advertising and working at several Polish cultural dinner, entertainment and picnic events
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-24 |
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