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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-04-06 |
| TX | RA | APPROVED | 2016-03-17 |
| CT | RA | APPROVED | 2016-03-14 |
Branch Locations
260 Forbes Ave Pbig - Market Square, Pittsburgh, PA 15222 • United States
Sewickley, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greenwich | CT | 06/2009 | Present |
| Bank Of America, N.A. | Greenwich | CT | 02/2016 | Present |
I*2671286, Entity Type: Entity Charitable, Name of OBA: Quaker Valley Softball Baseball, Address: Sewickley, Pennsylvania, 15143, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 07/30/2025, No Hours: 1 Weekly, No Hours during Trading: 1 Weekly, Duties: Part of the operations committee of the organization and will be a commisioner for one of the leagues (by age), Youth baseball organization
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-11 |
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