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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-18 |
| PA | RA | APPROVED | 2025-08-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsburgh | PA | 06/2025 | Present |
| University Of Pittsburgh | Pittsburgh | PA | 08/2021 | 05/2025 |
| New Century Capital Partners | Los Angeles | CA | 01/2024 | 07/2024 |
| El Toro Capital Management | Los Angeles | CA | 01/2024 | 07/2024 |
| Flywheel Effect | Melbourne | 12/2023 | 01/2024 | |
| Rosemont Legacy | Toronto | 09/2023 | 12/2023 | |
| Institute For Entrepreneurial Excellence | Pittsburgh | PA | 08/2023 | 09/2023 |
| Viatris | Pittsburgh | PA | 06/2023 | 08/2023 |
| Crux Capital Partners | Melbourne | 04/2023 | 08/2023 | |
| Pennsylvania State Representatives | Murrysville | PA | 06/2022 | 08/2022 |
| Franklin Regional School District | Murrysville | PA | 05/2015 | 08/2021 |
| Westmoreland Country Club | Murrysville | PA | 04/2021 | 07/2021 |
| Bank Of America, N.A. | Pittsburgh | PA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-25 |
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