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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-11-19 |
| PA | RA | APPROVED | 2011-04-01 |
Branch Locations
260 Forbes Ave Pbig - Market Square, Pittsburgh, PA 15222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsburgh | PA | 03/2010 | Present |
| Bank Of America, N.A. | Pittsburgh | PA | 02/2012 | Present |
I*1540265 Entity Type: Entity Charitable Name of OBA: ALLEGHENY RIVERTRAIL PARK Address: Pittsburgh, Pennsylvania, 15215 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 09/01/2023 Number of Hours: 1, Monthly Number of Hours during trading: 0, Monthly Duties: Local Park providing trails and river access to the neighborhood board member
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-05 |
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