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Sarver, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-02 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Los Angeles | CA | 03/2018 | 07/2018 |
| National Cooperative Bank | Arlington | VA | 10/2015 | 10/2017 |
| Unemployed | Los Angeles | CA | 10/2017 | 03/2018 |
| Bank Of America, N.A. | Los Angeles | CA | 07/2018 | 09/2025 |
| Convivia Financial Llc | Sarver | PA | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-06 |
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