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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2010-06-15 |
| TX | RA | APPROVED | 2009-03-24 |
| CT | RA | APPROVED | 2008-08-07 |
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, Pierce, Fenner & Smith Incorporated | Pittsburgh | PA | 04/2008 | Present |
| Bank Of America, N.A. | Pittsburgh | PA | 12/2009 | Present |
I*95913 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: BRETT DANKO LLC INVESTMENT RELATED: Y ADDRESS OF BUSINESS: 21 ROUTE 31 NORTH, SUITE A-7 PENNINGTON, NEW JERSEY 8534 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: OTHER, TEACHER START DATE OF RELATIONSHIP: 10/27/2016 NUMBER OF HOURS DEVOTED: 36 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 16 DUTIES: TEACHING A CFP LIVE REVIEW CLASS I*95915 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: KAPLAN PROFESSIONAL INVESTMENT RELATED: Y ADDRESS OF BUSINESS: 332 FRONT ST SOUTH, SUITE 501 LA CROSSE, WISCONSIN 54601 NATURE OF BUSINESS: CORPORATION, POSITION, TITLE, ASSOCIATION: OTHER, TEACHER START DATE OF RELATIONSHIP: 9/8/2016 NUMBER OF HOURS DEVOTED: 40 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: TEACHING CFP REVIEW CLASS I*1291255 For profit or not for profit: Entity For Profit Name of outside business organization: Chris Lattimore Investment related: N Address of business: OBA, OBA, OBA Nature of business: ["Sole Proprietorship"] Position, title, association: ["Other"], Start date of relationship: 5/12/2023 Number of hours devoted: 2 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: I would be a tutor for select students that need help and would pay me for my time and assistance., Tutoring Students I*1291269 For profit or not for profit: Entity Charitable Name of outside business organization: Economic Club of Pittsburgh Investment related: N Address of business: OBA, OBA, OBA Nature of business: ["Civic League or Social Welfare Organization"] Position, title, association: ["Treasurer"], Start date of relationship: 5/15/2023 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Economic Club of Pittsburgh is a non-profit organization here in Pittsburgh that has existed since 1910. As the Treasurer, I would be responsible for maintaining the books of account of hte Organization; for the receipts and disbursement of all funds, and
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-30 |
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