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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-28 |
| PA | RA | APPROVED | 2022-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greensburg | PA | 01/2019 | Present |
| Giannillis Ii | Greensburg | PA | 05/2017 | 06/2020 |
| Saint Vincent College | Latrobe | PA | 08/2014 | 05/2019 |
| Bank Of America, N.A. | Greensburg | PA | 05/2022 | Present |
I*1939261Entity Type: Executor Name of OBA: J G Address:Ligonier, PAInvestment Related:YesPosition, Title, Association:ExecutorStart Date:7/31/2029No Hours: 1 WeeklyNo Hours during trading:0Duties:Executor I*1940265Entity Type: Executor Name of OBA: J G Address:Ligonier, PAInvestment Related:YesPosition, Title, Association:ExecutorStart Date:7/31/2029No Hours: 0No Hours during trading:1 WeeklyDuties:Executor; I*1990279, Entity Type:Entity Charitable, Name of OBA: Saint Vincent College Alumni Council Address: Latrobe, PA 15650 Investment Related: No Position, Title, Association:Officer Employee Start Date: 9/14/2024 No Hours: 25 yearly No Hours during trading: Duties:Engaging college alumni to participate on campus. Running quarterly alumni council meetings I*2026295, Entity Type Fiduciary , Name of OBA: EB Address: Latrobe, Pennsylvania, 15601 Investment Related: Yes Position, Title, Association: Executor Employee Start Date: Sep-30- 2029 No Hours: 1 Weekly No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-29 |
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