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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-10 |
| PA | RA | APPROVED | 2025-08-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Pittsburgh | PA | 08/2014 | 07/2025 |
| New York Life Insurance Company | Pittsburgh | PA | 07/2014 | 07/2025 |
| True Merchant | Pittsburgh | PA | 07/2013 | 10/2021 |
| Echo International | Pittsburgh | PA | 01/2010 | 12/2017 |
| Eagle Strategies Llc | Pittsburgh | PA | 10/2021 | 07/2025 |
| Willeke Financial Group, Llc | Pittsburgh | PA | 08/2022 | 07/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsburgh | PA | 07/2025 | Present |
| Appreciation Llc | Pittsburgh | PA | 04/2023 | 10/2023 |
| Bank Of America, N.A. | Pittsburgh | PA | 09/2025 | Present |
I*2669267, Entity Type: For Profit, Name of OBA: Vietnamese/English Interpreting Services, Address: McKees Rocks, Pennsylvania, 15136, Investment Related: N, Position, Title, Association: Other, Employee State Date: 01/01/1996, No Hours: 1 Yearly, No Hours during Trading: 0 Duties: Interpret English/Vietnamese, Interpreting service for the Vietnamese community I*4049273 Entity Type: For Profit Name of OBA: Draw For A Dream Book Series Address: McKees Rocks, Pennsylvania, 15136 Investment Related: No Position, Title, Association: Director Employee Start Date: 01/16/2026 Number of Hours: 10, Yearly Number of Hours during trading: 0 Duties: As part of my support of my 6-year-old daughter's Draw For A Dream movement, we published a children's book, Draw For A Dream: The Beginning. We plan to have additional books written for the series that follow my daughter's journey as she raise $100K for St. Jude. If the book sales, I receive the royalties, which are only used to offset initiative-related expenses. I write and illustrate the book for my daughter. I put it on Amazon and I market it when we have a free e-book promotion. I do not interact with clients, provide advice, or engage in any financial services. I*4052274 Entity Type: Charitable Organization Name of OBA: Draw For A Dream Address: McKees Rocks, Pennsylvania, 15136 Investment Related: No Position, Title, Association: Director Employee Start Date: 03/16/2026 Number of Hours: 5, Weekly Number of Hours during trading: 0 Duties: I am supporting my 6¿year¿old daughter's charitable initiative called Draw For A Dream, a kid-led kindness and empowerment project that fundraises for St. Jude Children's Research Hospital. All donations and auction bids go directly to St. Jude through their official digital platforms, and I do not handle or manage funds. My role is limited to administrative support such as coordinating events, managing online content, and covering shipping or supply expenses. We also plan small community drawing events with local businesses where children create art to support St. Jude. This activity is charitable, not related to financial services, and involves no client interaction or personal compensation. My responsibilities are limited to providing administrative support for my daughter's charitable initiative, Draw For A Dream. This includes managing the website and online content, coordinating community drawing events with local businesses, handling logistical tasks such as shipping artwork, and covering related expenses. I assist with setting up the BetterWorld auction page and her St. Jude fundraising page, but I do not handle or manage donations, which go directly to St. Jude through their official platforms. I do not interact with clients, provide advice, or engage in any financial services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-22 |
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