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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-01-14 |
Branch Locations
141 South St. Clair Street Suite 202, Pittsburgh, PA 15206 • United States
Pittsburgh, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trying Together | Pittsburgh | PA | 09/2019 | 03/2020 |
| Dan Jenkins | Pittsburgh | PA | 03/2020 | 01/2022 |
| Geoff Kasse | Pittsburgh | PA | 03/2020 | 01/2022 |
| Merrill Lynch Pierce, Fenner & Smith Incorporated | Pittsburgh | PA | 11/2009 | 10/2018 |
| Unemployed | Pittsburgh | PA | 10/2018 | 09/2019 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 04/2020 | 12/2021 |
| Tiaa | Pittsburgh | PA | 01/2022 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Pittsburgh | PA | 01/2022 | Present |
MT. LEBANON PARKS AND RECREATION ADVISORY BOARD POSITION: Board Member NATURE: Board member Mt. Lebanon Parks and Recreation (Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 04/15/2026 ADDRESS: 710 Washington Road, Pittsburgh PA 15228, United States DESCRIPTION: Discussion and voting
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-14 |
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