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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-05-02 |
| PA | RA | APPROVED | 2012-01-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | Sewickley | PA | 09/2011 | Present |
| Bank Of America, N.A. | Sewickley | PA | 02/2012 | Present |
I*2577268, Entity Type: Entity For Profit, Name of OBA: HQ Properties, Address: Redington Shores, Florida, 33708, Investment Related: N, Position, Title, Association: ["General Partner/Managing Member","Owner"], Employee State Date: 08/06/2025, No Hours: 5 Monthly, No Hours during Trading: 0 Monthly, Duties: Rental Property for passive income, Limited management, my wife will mainly be the property manager. I*3182265Entity Type: Entity CharitableName of OBA: South Fayette Baseball AssociationAddress: Morgan, Pennsylvania, 15064Investment Related: NoPosition, Title, Association: Board MemberEmployee Start Date: 12/20/2025Number of Hours: 2, MonthlyNumber of Hours during trading: 0, MonthlyDuties: The association provides the opportunity for boys and girls to participate in youth baseball and softball in south fayette township. Help oversee the organization to make sure that fields are taken care of and fields are prepared. I will also aid in fundraising for the organization. I*4756270, Entity Type: , Name of OBA: The Club at Nevillewood, Address: Nevillewood, Pennsylvania, 15142, Investment Related: N, Position, Title, Association: ["Board Member"], Employee Start Date: 07/01/2026, No Hours: 2 Weekly, No Hours during Trading: 0 Weekly, Duties: Board member making decisions on behalf of the club. Country Club
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-21 |
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