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540 Madison Ave. 9Th Floor, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-06-22 |
Branch Locations
2000 Smallman Street Suite 203A, Pittsburgh, PA 15222 • United States
540 Madison Ave. 9Th Floor, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Snowden Lane Partners | Pittsburgh | PA | 06/2018 | Present |
| Bny Mellon | Pittsburgh | PA | 03/2012 | 06/2018 |
1) Treasurer for Riverview Ridge Condominium Association; Responsibilities are paying Condo bills and managing budget; Approximately 3 hours per month; no compensation. 2) Notary Public; one hour per week; not investment related; no compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-24 |
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