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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-11-05 |
| PA | RA | APPROVED | 2019-08-27 |
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 |
|---|---|---|---|---|
| Robert Morris University | Coraopolis | PA | 08/2012 | 12/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2015 | 05/2017 |
| Northwestern Mutual Investment Services Llc | Seven Fields | PA | 11/2017 | 07/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsburgh | PA | 07/2018 | Present |
| Bank Of America, N.A. | Pittsburgh | PA | 07/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-23 |
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