Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-05
PA RA APPROVED 2026-05-06
  • TX RA
    APPROVED
    Since 2026-06-05
  • PA RA
    APPROVED
    Since 2026-05-06

Branch Locations

417 Thorn St, Sewickley, PA 15143 • United States

One Bryant Park, New York, NY 10036 • UNITED STATES

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Sewickley PA 07/2024 Present
Fort Pitt Capital Group Pittsburgh PA 08/2021 07/2024
Pnc Investments Pittsburgh PA 03/2020 08/2021
84 Lumber Latrobe PA 10/2019 03/2021
U.S. Army National Guard Torrance PA 05/2014 05/2020
  • 07/2024 → Present
    Sewickley, PA
  • 08/2021 → 07/2024
    Fort Pitt Capital Group
    Pittsburgh, PA
  • 03/2020 → 08/2021
    Pnc Investments
    Pittsburgh, PA
  • 10/2019 → 03/2021
    84 Lumber
    Latrobe, PA
  • 05/2014 → 05/2020
    U.S. Army National Guard
    Torrance, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-05
  • S66 Uniform Combined State Law Examination
    2026-05-05
Other Names
  • Patrick Fanning
  • Patrick R Fanning

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Sewickley, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor