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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2024-04-12 |
| TX | RA | APPROVED | 2020-04-15 |
| PA | RA | APPROVED | 2020-03-25 |
Branch Locations
8075 Leesburg Pike, Vienna, VA 22182 • United States
600 Grant St, Pittsburgh, PA 15219 • United States
2000 Jerry Dove Dr, Bridgeport, WV 26330 • United States
Pittsburgh, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsburg | PA | 05/2000 | 08/2019 |
| Lincoln Financial Securities, Inc | Wexford | PA | 08/2019 | 03/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsburgh | PA | 03/2020 | Present |
I*2026489, Entity Type Fiduciary, Name of OBA: Estate of DK Address: Pittsburgh, Pennsylvania, 15237 Investment Related: No Position, Title, Association: Executor Employee Start Date: 07-Oct-2024 No Hours: 2 yearly No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-14 |
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