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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-23 |
| TN | RA | APPROVED | 2018-09-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Pittsburgh | PA | 02/2016 | 12/2017 |
| Citizens Securities, Inc. | Pittsburgh | PA | 02/2016 | 12/2017 |
| Citizens Securities Inc. | Pleasant Hills | PA | 12/2017 | 07/2018 |
| Citizens Bank | Pleasant Hills | PA | 12/2017 | 07/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Nashville | TN | 08/2018 | Present |
| Bank Of America, N.A. | Nashville | TN | 09/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-18 |
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