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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-23 |
| PA | RA | APPROVED | 2024-08-23 |
Branch Locations
180 Fort Couch Rd, Upper Saint Clair, PA 15241 • 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 |
|---|---|---|---|---|
| Unemployed | Bridgeville | PA | 08/2016 | 03/2017 |
| Njb Holdings | Bridgeville | PA | 03/2017 | 05/2024 |
| Beaconsfield Financial Services Inc | Canonsburg | PA | 06/2018 | 07/2024 |
| Summit Advisors Llc | Canonsburg | PA | 06/2018 | 07/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Upper Saint Clair | PA | 07/2024 | Present |
| Bank Of America, N.A. | Upper Saint Clair | PA | 08/2024 | Present |
I*: 1937300 Name of the other business: CVUA Whether the business is investment-related: No Address of the other business: Bridgeville, PA 15017 Nature of the other business: Umpire Baseball Your position: Self Employed - Umpire Title, or relationship with the other business: Baseball Umpire - Independent Contractor Start date of your relationship: 05/2005 Approximate number of hours/month you devote to the other business: 10 mthly Number of hours you devote to the other business during securities trading hours: 0 Briefly describe your duties relating to the other business: Umpire Baseball Games
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-10 |
| S66 | Uniform Combined State Law Examination | 2011-02-23 |
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