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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-30 |
| OH | RA | APPROVED | 2024-11-19 |
Branch Locations
4137 Boardman Canfield Rd, Canfield, OH 44406 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Youngstown | OH | 04/2016 | 12/2023 |
| Pnc Investments | Youngstown | OH | 04/2016 | 12/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Canfield | OH | 08/2024 | Present |
| Unemployed | Struthers | OH | 01/2024 | 07/2024 |
| Bank Of America, N.A. | Canfield | OH | 09/2024 | Present |
I*1968268 Entity Charitable Name of OBA: YOUNGSTOWN AREA GOODWILL Address: YOUNGSTOWN, Ohio, 44505 Investment Related: No Position, Title, Association: Board Member,Officer Employee Start Date: 04/01/2009 No Hours: 2 No Hours during trading: 0 Duties: I currently serve on Executive Committee as past board president. I serve in an advisory role to current board president and I serve on finance committee of the board of directors. I*1969275 , Entity Type,Charitable Name of OBA:SIGHT FOR ALL UNITED Address:STRUTHE,OH,44471 Investment Related: NO Position, Title, Association:Board Member Employee Start Date: 08/04/2016 No Hours:3 WEEKLY No Hours during trading:3 Duties:MISSION IS TO ASSIST INDIVIDUALS IN THE COMMUNITY WITH ACCESS TO EYECARE SERVICES. WE SERVE UNINSURED AND UNDER INSURED INDIVIDUALS WHO DO NOT HAVE RESOURCES TO PAY FOR GLASSES, EXAMS, CO PAYS. WE ORGANIZE A VISION VAN TO GO TO COMMUNITY CENTER, PUBLIC SCHOOLS AND PROVIDE VISION SCREENINGS, EYE EXAM IF WARRANTED AND PAY FOR FREE EYEGLASSES IF NEEDED. I AM CO FOUNDER OF THE NON PROFIT AND SIT ON THE BOARD OF DIRECTORS. I DO ADVISE OUR NEWLY HIRED EXECUTIVE DIRECTOR ON DAY TO DAY OPERATIONS AND ASSIST IN FUND RAISING- ANNUAL GOLF OUTING AND GALA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-23 |
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