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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-29 |
| PA | RA | APPROVED | 2020-01-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Pittsburgh | PA | 05/2013 | 01/2020 |
| Jpmorgan Chase Bank Na | Pittsburgh | PA | 05/2013 | 01/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsburgh | PA | 01/2020 | Present |
| Bank Of America, N.A. | Pittsburgh | PA | 02/2020 | Present |
I*1845265, Entity Type: Entity Charitable, Name of OBA: The United Way Of Southwestern Pennsylvania, Address: Pittsburgh, Pennsylvania, 15222, Investment Related: N, Position, Title, Association: Committee, Board Member, Employee State Date: 06/07/2024, No Hours: 4 Monthly, No Hours during Trading: 1 Monthly, Duties: Sit on the board of directors and also on the host committee for the ALICE program (Asset Limited, Income Constrained, Employed population) Supporting basic needs and social welfare programming in Pittsburgh regionI*: 2192268Entity Type: CharitableName of OBA: Girls Inc of Greater PittsburghAddress: Pittsburgh, PA 15217Investment Related: NoPosition, Title, Association: Board MemberEmployee Start Date: 02/28/2025Number of Hours: 3 hrs mthlyNumber of Hours during trading: 0Duties: The entity supports girls in the community through academic, social and empowerment activities. My role on the board will be to help strategize on community programming.I*3696273Entity Type: Entity For ProfitName of OBA: MMI LLC 2010Address: Wexford, Pennsylvania, 15090Investment Related: NoPosition, Title, Association: OwnerEmployee Start Date: 02/03/2026Number of Hours: 3, MonthlyNumber of Hours during trading: 0, MonthlyDuties: LLC entity to use for payroll for household employees (nanny & house manager) run payroll and manage house employees I*4565276 Entity Type: Entity For Profit Name of OBA: 130 xx xx LLC Address: Pittsburgh, Pennsylvania, 15237 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 05/04/2026 Number of Hours: 5, Yearly Number of Hours during trading: 0, Yearly Duties: LLC to own our second home Act as main member of the LLC. Pay taxes owed on real estate and related home bills.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-26 |
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