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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2010-06-18 |
| NJ | RA | APPROVED | 2005-07-13 |
| TX | RA | APPROVED_RES | 1983-08-23 |
Branch Locations
600 Grant St, Pittsburgh, PA 15219 • United States
Pittsburgh, PA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsburgh | PA | 08/1977 | Present |
| Bank Of America, Na | Pittsburgh | PA | 12/2009 | Present |
I*3536293 Entity Type: N/A Name of OBA: T J Address: Pittsburgh, Pennsylvania, 15228 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 11/18/2025 Number of Hours: 12, Yearly Number of Hours during trading: 1, Yearly Duties: Spouse
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 1981-04-30 |
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