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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-04-03 |
Branch Locations
1908 29Th Avenue South, Homewood, AL 35209 • United States
89 Euclid Avenue, Birmingham, AL 35213 • United States
3960 Crosshaven Drive, Cahaba Heights, AL 35243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Birmingham | AL | 10/2016 | 04/2024 |
| Bank Of America, N.A. | Birmingham | AL | 11/2016 | 04/2024 |
| Pnc Investments Llc | Birmingham | AL | 04/2024 | Present |
I*103490 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: DELTA WATERFOWL INVESTMENT RELATED: N ADDRESS OF BUSINESS: BISMARCK, NORTH DAKOTA 58504 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 11/3/2016 NUMBER OF HOURS DEVOTED: 30 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: FUNDRAISING, EVENT SUPPORT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-24 |
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