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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-05-01 |
Branch Locations
600 Grant St, Pittsburgh, PA 15219 • United States
100 Federal St, Boston, MA 02110 • 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 | 08/2024 | Present |
| Bny Mellon | Pittsburgh | PA | 06/2023 | 07/2024 |
| Pnc Bank | Pittsburgh | PA | 09/2014 | 06/2023 |
I*2876282 Entity Type: N/A Name of OBA: K.O. Estate Address:Charleston Florida Investment Related:No Position, Title, Association:Executor Start Date:09/16/2030 No Hours: 0 Yearly No Hours during trading:0 Yearly Duties:Executor for Child/Grandchild I*2876283 Entity Type: N/A Name of OBA: K.O. Estate Address:Orchid Florida Investment Related:No Position, Title, Association:Successor Trustee Start Date:09/16/2030 No Hours: 0 Yearly No Hours during trading:0 Yearly Duties:Successor Trustee for Child/Grandchild I*2876284 Entity Type: N/A Name of OBA: K.O. Address:Orchid Florida Investment Related:No Position, Title, Association:Successor Power of Attorney Start Date:09/16/2030 No Hours: 0 Yearly No Hours during trading:0 Yearly Duties:Successor Power of Attorney for Child/Grandchild
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-01 |
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