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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-09-30 |
| TX | RA | APPROVED | 2025-09-30 |
Branch Locations
301 Grant Street Floor 10, Pittsburgh, PA 15219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Canonsburg | PA | 11/2006 | 01/2021 |
| Goldman Sachs & Co. Llc (Ayco) | Canonsburg | PA | 08/2007 | 09/2025 |
| Jpmorgan Chase Bank, N.A. | Pittsburgh | PA | 09/2025 | Present |
| J.P. Morgan Securities Llc | Pittsburgh | PA | 09/2025 | Present |
Entity Name: Ronald McDonald House Charities of Pittsburgh and Morgantown, Inc. Investment related: No Address: 451 44th Street, Penthouse Floor, Pittsburgh, PA 15201 https://rmhcpgh-mgtn.org/ Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 01/01/2017 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Provides services and housing for families with ill or injured children. This role is not similar to my firm role. There is no connection to JPMorganChase. I sit on the finance committee where I approve finance committee meeting minutes, budgets and oversee financial reporting. The investments of the endowment are taken care of via a group investment program where I am not an active member, but I do have access to statements. Member of the Duquesne University Palumbo-Donahue School of Business; Investment Strategy Institute Advisory Council (ISIAC). The ISIAC is to share ideas, make recommendations, and support the future growth of the development of the Investment Center and the finance program. Start Date is April 2024. 8 Hours per year. Duties including being a committee member that is asked to share ideas, make recommendations, and support the future growth of the development of the Investment Center and the finance program. Pittsburgh, PA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-17 |
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