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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-01-09 |
| TX | RA | APPROVED_RES | 2023-01-09 |
Branch Locations
301 Grant Street Floor 10, Pittsburgh, PA 15219 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bny Mellon Wealth Management | Pittsburgh | PA | 07/2015 | 02/2020 |
| Jpmorgan Chase Bank, N.A. | Pittsburgh | PA | 02/2020 | Present |
| J.P. Morgan Securities Llc | Pittsburgh | PA | 02/2020 | Present |
Entity Name: Pittsburgh Venture Capital Association Investment related: Yes Address: 700 Bursca Dr #706, Bridgeville, PA 15017 Nature of the other business: Investor Services Position/Title/Relationship: Board Member Start Date: 07/01/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Not-for-profit Board Member - not similar to JPMC role
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 2020-03-04 |
| S66 | Uniform Combined State Law Examination | 2013-11-25 |
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