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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-18 |
| PA | RA | APPROVED | 2024-10-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bahama Breeze | Pittsburgh | PA | 04/2012 | 09/2018 |
| Axa Advisors, Llc | New York | NY | 09/2016 | 06/2020 |
| Nike | Grove City | PA | 11/2016 | 12/2017 |
| Equitable Advisors, Llc | New York | NY | 09/2016 | 03/2021 |
| Wells Fargo Clearing Services, Llc. | Reading | PA | 03/2021 | 09/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsburgh | PA | 09/2024 | Present |
| Aramark | Pittsbugh | PA | 05/2018 | Present |
| Darden Restaurant Services | Robinson | PA | 04/2012 | 08/2018 |
I*2018340, Entity Type: Entity For Profit, Entity Publicly Traded, Name: Aramark Food & Sup Svcs, Investment-related, No, Address: Pittsburgh, PA, 15212, Nature of the other business, Food Services, Position: Employee, Start date: 09/25/2024, Hours devoted: 80 hours a year. Number of hours you devote to the other business during securities trading hours, 0, Duties: Bartender.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-30 |
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