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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-09-13 |
| PA | RA | APPROVED | 2021-06-17 |
Branch Locations
603 Clairton Blvd, Pittsburgh, PA 15236 • United States
431 Broad St, Sewickley, PA 15143 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc | Pittsburgh | PA | 12/2015 | 03/2019 |
| Citizens Financial Group | Aliquippa | PA | 03/2019 | 06/2021 |
| Citizens Securities, Inc | Aliquippa | PA | 03/2019 | 12/2019 |
| Citizens Securities Inc. | Carnegie | PA | 12/2019 | 06/2021 |
| J.P. Morgan Securities Llc | Sewickley | PA | 06/2021 | Present |
| Jp Morgan Chase Bank, N.A. | Sewickley | PA | 06/2021 | Present |
| Schwartzmiller Ground Maintenance | Robinson Twp | PA | 11/2018 | 11/2018 |
| Moon Area School District | Coraopolis | PA | 08/2017 | Present |
Entity Name: Moon Area School District Investment related: N "Address: 8353 University Blvd Coraopolis PA 15108" Nature of the other business: School Position/Title/Relationship: Employee/Consultant Start Date: 08/01/2017 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am the Head Coach for the High School boys soccer team. It is not in any way related to my role at JPMC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2015-11-19 |
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