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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-13 |
| PA | RA | APPROVED | 2010-06-29 |
| TX | RA | APPROVED_RES | 2008-01-22 |
Branch Locations
600 Grant St, Pittsburgh, PA 15219 • United States
Pittsburgh, PA • United States
Boynton Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsburgh | PA | 03/2006 | Present |
| Bank Of America, N.A. | Pittsburgh | PA | 05/2011 | Present |
1)I*28762FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: UNITED JEWISH FEDERATIONINVESTMENT RELATED: NADDRESS OF BUSINESS:PITTSBURGH, PENNSYLVANIA 15213NATURE OF BUSINESS: CHARITABLE ORGANIZATION,POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 9/1/2006NUMBER OF HOURS DEVOTED: 3 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: NON-PROFIT CHARITY INVESTMENT COMMITEEI*87964FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: JEWISH ASSOCIATION ON AGINGINVESTMENT RELATED: YADDRESS OF BUSINESS:PITTSBURGH, PENNSYLVANIA 15232NATURE OF BUSINESS: CHARITABLE ORGANIZATION,POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 42339NUMBER OF HOURS DEVOTED: 2 HOUR(S) QUARTERLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: CARE FOR THE AGING. FINANCE COMMITTEE TO REVIEW AND RECOMMEND P & L DECISIONS TO THE EXECUTIVE BOARD.I*44632For profit or not for profit: For-Profit OrganizationName of outside business organization: 323 Boulevard AssociatesInvestment related: YAddress of business:Pittsburgh, Pennsylvania 15217Nature of business: General Partnership,Position, title, association: Limited Partner, Start date of relationship: 3/1/1999Number of hours devoted: 0 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: This entity holds the assets from the sale of Business realistate. The other partners are my wife and 2 children. Each have 25%.Sole purpose is to hold investments. No operating business.I*2109270, Entity Type: Fiduciary, Name of OBA: MR J M F TTEE U/W B T , Address: Pittsburgh, Pennsylvania, 15217, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 27-Nov-2024, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties: I*2612273 Entity Type: N/A Name of OBA: Estate of M.L. Address:Pittsburgh Pennsylvania Investment Related:No Position, Title, Association:Executor Start Date:07/10/2025 No Hours: 2 Yearly No Hours during trading:0 Yearly Duties:Executor for Nephew
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-17 |
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