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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2010-06-24 |
| TX | RA | APPROVED_RES | 1996-08-01 |
Branch Locations
1225 S Main St, Greensburg, PA 15601 • United States
Johnstown, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Johnstown | PA | 06/1995 | Present |
| Bank Of America, Na | Greensburg | PA | 12/2009 | Present |
I*2036272, Entity Type Fiduciary , Name of OBA: AJG 2024 Family Trust Address: Fairfield, Connecticut, 06824 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 14-Oct-2024 No Hours: 20 Yearly No Hours during trading: 20 Yearly Duties: I*2036273, Entity Type Fiduciary , Name of OBA: AJG 2024 Family Trust Address: Fairfield, Connecticut, 06824 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 14-Oct-2024 No Hours: 20 Yearly No Hours during trading: 20 Yearly Duties: I*482612 Entity Type: N/AName of OBA: Guzzi Irrevocable Family Trust = G. Irrevocable Family TrustAddress:Fairfield ConnecticutInvestment Related:NoPosition, Title, Association:Co-TrusteeStart Date:01/23/2009No Hours: 20 YearlyNo Hours during trading:20 YearlyDuties:Co-Trustee for In-Laws I*5108320, Entity Type: , Name of OBA: L B S S, Address: Valencia, Pennsylvania, 16059, Investment Related: N, Position, Title, Association: Executor, Employee Start Date: 08/03/2026, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-23 |
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