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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-07 |
| PA | RA | APPROVED | 2025-07-23 |
Branch Locations
260 Forbes Ave Pbig - Market Square, Pittsburgh, PA 15222 • 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 | 04/2025 | Present |
| Achieva Family Trust | Pittsburgh | PA | 10/2016 | 04/2025 |
| Meg Burkardt, Attorney At Law | Oakmont | PA | 10/2011 | 10/2016 |
| The Verona Cemetery | Oakmont | PA | 04/2025 | Present |
| Duquesne University | Pittsburgh | PA | 12/2019 | 03/2025 |
| Bank Of America, N.A. | Pittsburgh | PA | 06/2025 | Present |
I*2431290, Entity Type Entity Charitable, Name of OBA: Duquesne University Address: Pittsburgh Pennsylvania 15282 Investment Related: No Position, Title, Association: Other Employee Start Date: 01/08/2026 No Hours: 5 weekly No Hours during trading: 0 Duties: Duquesne's Law School has a paralegal program that is designed to get students their paralegal certificate in a 1-2 year program. The school hires only adjunct faculty to that end. I will be expected to teach 1-2 terms in a given year. I will teach an Estates Wills and Trust class for the Winter Term (Jan-Mar) and also possibly for the Summer Term (June-Aug). The class is one night per week, after work hours. I*2433279, Entity Type Entity Charitable, Name of OBA: The Verona Cemetery Address: OakmontPennsylvania15139 Investment Related: No Position, Title, Association: Employee Employee Start Date: 04/30/2025No Hours: 2 Weekly No Hours during trading: 0 Duties: Non profit cemetery in Oakmont, PA. The cemetery provides burial space for mostly local families and has been around since the 1800s. I perform basic office tasks such as bill pay, record updating, and acting a liaison for cemetery staff and board members. I am not authorized to act for the company, as there is a board that must do so. I*3628267, Entity Type: Entity Charitable, Name of OBA: River Communities Fiduciary Services, Address: Ambridge, Pennsylvania, 15003, Investment Related: N, Position, Title, Association: Board Member, Employee Start Date: 02/03/2026, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: Attend 3-4 board meetings annually and participate in any applicable subcommittees. Help the organization reach more people in the community. Assist in formulating best practices for special needs trust administration. Provide guidance and oversight of agency activities. The organization is a nonprofit that provides services to individuals and families of individuals with disabilities in Pennsylvania primarily. They provide trust services for special needs trusts, serve as guardian for incapacitated individuals, provide benefits counseling, and serve as representative payee for people receiving Supplemental Security Income.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-23 |
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