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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-11 |
| PA | RA | APPROVED | 2022-12-11 |
Branch Locations
180 Fort Couch Rd, Upper Saint Clair, PA 15241 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Upper Saint Clair | PA | 08/2022 | Present |
| Bank Of New York Mellon | Pittsburgh | PA | 08/2020 | 07/2022 |
| Sei Investments Co. | Collegevile | PA | 06/2019 | 08/2019 |
| Duquesne University | Pittsburgh | PA | 08/2016 | 06/2020 |
| Bank Of America, N.A. | Upper Saint Clair | PA | 06/2025 | Present |
I*: 941285Entity Type: Rental PropertyName: Rental Property 1Investment-related: NoAddress: Pittsburgh, PA 15203Your position: Co-owner with other family membersStart date: 08/15/2022Hours/month you devote to the other business: 10 hrs annuallyHours you devote/month to the other business during securities trading hours: 0 Duties: Find Tenants & Maintain PropertyI*1120253Entity Type: For ProfitName of outside business organization: TBI Pittsburgh Properties LLCInvestment related: NoAddress of business: Lansdale, Pennsylvania, 15203Position, title, association: OwnerStart date of relationship: 10/20/2022Number of hours devoted: 2 hours WeeklyNumber of hours devoted during trading hours: 0Duties: Entity is a real estate management company. Currently there is one property that is managed by the LLC. I*3660269 Entity Type: Entity For Profit Name of OBA: Jack Cornhole Leagues Address: Pittsburgh, Pennsylvania, 15216 Investment Related: No Position, Title, Association: Owner Employee Start Date: 01/28/2026 Number of Hours: 4, Weekly Number of Hours during trading: 0, Weekly Duties: This outside business activity purpose is to host cornhole leagues and tournaments in the Pittsburgh area. I will organize and manage a recreational cornhole league. Responsibilities include scheduling games, securing venues, maintaining player registrations, setting up equipment, overseeing weekly play, collecting and tracking entry fees, paying league expenses, and handling basic communication with participants. Activity is done outside work hours and has no connection to my Merrill role.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-09 |
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