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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-08-09 |
| PA | RA | APPROVED | 2019-01-31 |
Branch Locations
180 Fort Couch Rd, Upper Saint Clair, PA 15241 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments, Llc | Bridgeville | PA | 12/2015 | 01/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Upper St Clair | PA | 01/2019 | Present |
| Bank Of America, N.A. | Upper St Clair | PA | 03/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-20 |
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