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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 | 2025-09-06 |
Branch Locations
400 Broad St, Sewickley, PA 15143 • United States
10638 Perry Hwy, Wexford, PA 15090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Johnston Ehs | Sarids | OH | 05/2019 | 08/2019 |
| Cabelas Distribution Center | Triadelphia | WV | 05/2021 | 07/2021 |
| Unemployed | Powhatan Point | OH | 05/2012 | 05/2019 |
| Unemployed | Powhatan Point | OH | 08/2019 | 05/2021 |
| Unemployed | Powhatan Point | OH | 07/2021 | 06/2022 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 07/2022 | 07/2025 |
| Northwestern Mutual Investment Services Llc | Pittsburgh | PA | 01/2023 | 07/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 02/2024 | 07/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sewickley | PA | 07/2025 | Present |
| Oglebay Golf Resort | Wheeling | WV | 05/2019 | 05/2019 |
| Bank Of America, N.A. | Sewickley | PA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-29 |
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