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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-07
PA RA APPROVED 2025-07-23
  • TX RA
    APPROVED
    Since 2025-08-07
  • PA RA
    APPROVED
    Since 2025-07-23

Branch Locations

260 Forbes Ave Pbig - Market Square, Pittsburgh, PA 15222 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 04/2025 → Present
    Pittsburgh, PA
  • 10/2016 → 04/2025
    Achieva Family Trust
    Pittsburgh, PA
  • 10/2011 → 10/2016
    Meg Burkardt, Attorney At Law
    Oakmont, PA
  • 04/2025 → Present
    The Verona Cemetery
    Oakmont, PA
  • 12/2019 → 03/2025
    Duquesne University
    Pittsburgh, PA
  • 06/2025 → Present
    Bank Of America, N.A.
    Pittsburgh, PA
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-23
  • S66 Uniform Combined State Law Examination
    2025-07-23

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