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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-10-31 |
Branch Locations
100 Federal St, Boston, MA 02110 • United States
600 Grant St, Pittsburgh, PA 15219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bny Mellon | Pittsburgh | PA | 04/2009 | 08/2022 |
| Bny Mellon | Pittsburgh | PA | 06/2013 | 07/2018 |
| Bny Mellon | Pittsburgh | PA | 08/2018 | 08/2022 |
| Citizens Bank | Pittsburgh | PA | 08/2022 | 07/2024 |
| Clarfeld Financial Advisors, Llc | Pittsburgh | PA | 08/2022 | 07/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsburgh | PA | 08/2024 | Present |
I*2199413, Entity Type: Entity Charitable, Name of OBA: Carnegie Library of Pittsburgh, Address: Pittsburgh, Pennsylvania, 15213, Investment Related: N, Position, Title, Association: Committee, Employee State Date: 03/03/2025, No Hours: 4 Monthly, No Hours during Trading: 0 Monthly, Duties: The Carnegie Library of Pittsburgh Board of Trustees purpose is interested in an ongoing and meaningful dialogue with the public in order to understand and better respond to the public's concerns and suggestions about Carnegie Library of Pittsburgh. As a non voting role, my responsibilities will include attending committee meetings and providing insight as to ideas to further the Board's mission. specifically through the Board's Fundraising committee (Development). The Committee's function is to serve as a "think tank" and idea venue to help create ways to engage with donors. I will not have direct authority over any of the Board's or Committee's decisions, nor will I have access to donor funds or be involved in investment decisions. I*4754277 Entity Type: Entity Charitable Name of OBA: Carnegie Library of Pittsburgh Address: Pittsburgh, Pennsylvania, 15216 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 07/01/2026 Number of Hours: 20, Yearly Number of Hours during trading: 0, Yearly Duties: Provides library services for the City of Pittsburgh I will be a term trustee, which I will be attending board meetings, visiting community libraries and serving on the development committee (previously submitted).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-17 |
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