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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2011-12-07
PA RA APPROVED 2010-06-18
  • TX RA
    APPROVED_RES
    Since 2011-12-07
  • PA RA
    APPROVED
    Since 2010-06-18

Branch Locations

600 Grant St, Pittsburgh, PA 15219 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsburgh PA 06/2009 Present
Bank Of America,Na Pittsburgh PA 12/2009 Present
Other Businesses

I*39209FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: THE WOODLANDS FOUNDATIONINVESTMENT RELATED: NADDRESS OF BUSINESS: 134 SHENOT ROAD, WEXFORD, PENNSYLVANIA 15090NATURE OF BUSINESS: CHARITABLE ORGANIZATION,POSITION, TITLE, ASSOCIATION: DIRECTOR, START DATE OF RELATIONSHIP: 3/9/2009NUMBER OF HOURS DEVOTED: 10 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 2DUTIES: SERVE AS A BOARD MEMBER ADVISING THE EXECUTIVE DIRECTOR ON PROGRAM DEVELOPMENT AND FUNDRAISING EFFORTS I*2612263, Entity Type: Entity Charitable, Name of OBA: The Woodlands Foundation, Address: Wexford, Pennsylvania, 15090, Investment Related: N, Position, Title, Association: ["Committee"], Employee State Date: 07/14/2025, No Hours: 5 Weekly, No Hours during Trading: 1 Weekly, Duties: Assist in identifying potential donors and soliciting pledges from individuals, corporations and private foundations. I am well aware that I am not permitted to solicit clients for pledges in support of this capital campaign and will not do so. The Woodlands Foundation is a non-profit organization that provides programs, weekend retreats and week-long camps for children and adults with disability and chronic illness.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-12-13
  • S66 Uniform Combined State Law Examination
    2000-12-13
Other Names
  • Drew Morrison

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