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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-05-03 |
| PA | RA | APPROVED | 2019-03-04 |
Branch Locations
180 Fort Couch Rd, Upper Saint Clair, PA 15241 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Upper Saint Clair | PA | 07/2018 | 03/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 06/2017 | 08/2017 |
| Claremont Mckenna College | Claremont | CA | 01/2015 | 05/2018 |
| Unemployed | Pittsburgh | PA | 05/2018 | 07/2018 |
| Bank Of America, N.A. | Upper Saint Clair | PA | 01/2019 | 03/2023 |
| Bank Of America, N.A. | Upper Saint Clair | PA | 03/2023 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Upper Saint Clair | PA | 03/2023 | Present |
I*12292 For profit or not for profit: Name of outside business organization: Estate Investment related: Address of business: Pittsburgh, Pennsylvania 15241 Nature of business: , Position, title, association: , Start date of relationship: 8/10/2020 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: I*570242 For profit or not for profit: Entity For Profit Name of outside business organization: Orion Realty Holdings LLC Investment related: N Address of business: Pittsburgh, Pennsylvania, 15219 Nature of business: ["Limited Liability Company"] Position, title, association: ["Owner"], Start date of relationship: 11/11/2021 Number of hours devoted: 3 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , Just a holding LLC for real estate rental property investments. Sole purposes is to protect liability for rental properties that I buy throughout the united states I* 1374252 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Pittsburgh, PA 15221 Nature of business: Position, title, association: Sole owner Start date of relationship: 7/17/2023 Number of hours devoted: 1 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-17 |
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