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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-01-20 |
Branch Locations
782 West Lancaster Avenue, Wayne, PA 19087 • United States
926 Montgomery Ave., Narberth, PA 19072 • United States
1535 E High Street, Pottstown, PA 19464 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsburgh | PA | 10/2009 | 01/2022 |
| Bank Of America, N.A. | Pittsburgh | PA | 11/2018 | 01/2022 |
| Pnc Investment Llc | Wayne | PA | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-08 |
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