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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-18 |
| PA | RA | APPROVED | 2022-02-07 |
Branch Locations
1570 Omega Dr, Pittsburgh, PA 15205 • United States
2100 Georgetown Dr Ste 403, Sewickley, PA 15143 • United States
Pittsburgh, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsburgh | PA | 06/2019 | 01/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsburgh | PA | 01/2019 | 06/2019 |
| Fnb Corp | Monroeville | PA | 07/2018 | 01/2019 |
| Fnb Corp | Pittsburgh | PA | 06/2017 | 07/2018 |
| Keybank | Pittsburgh | PA | 11/2016 | 04/2017 |
| University Of Pittsburgh | Pittsburgh | PA | 08/2015 | 04/2019 |
| Bank Of America, N.A. | Pittsburgh | PA | 08/2019 | 01/2022 |
| Ameriprise Financial Services, Llc | Pittsburgh | PA | 02/2022 | Present |
Board of Directors; Executive Committee; Treasurer; 3579 Masonic Way, , Pittsburgh, PA, 15237; Not Investment-Related; 01/11/2024; 10 to 19 hours per month; 0 during trading hours. Other Business Activities; Trustee - Zerubbabel Duquesne Chapter No.162 Royal Arch Masons; I would be one of three trustees appointed to monitor the investments of the organization. All investment selections must be unanimously agreed upon by the three trustees so I will not have sole discretion at any time. Also, this is a purely volunteer position with no compensation.; 3579 Masonic Way, , Pittsburgh, PA, 15237; Investment-Related; 01/09/2024; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-23 |
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