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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 |
| TX | RA | APPROVED_RES | 2002-12-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsburgh | PA | 09/1978 | Present |
| Bank Of America, N.A. | Pittsburgh | PA | 07/2011 | Present |
I*113855For profit or not for profit: Non-Profit OrganizationName of outside business organization: Jewish Healthcare FoundationInvestment related: NAddress of business:Pittsburgh, Pennsylvania 15222Nature of business: Charitable Organization,Position, title, association: Committee Member, Start date of relationship: 3/15/2018Number of hours devoted: 5 hour(s) QuarterlyNumber of hours devoted during trading hours: 3Duties: I will be serving as a member of the Investment committee, I will not be a member of the boardThis is a nonprofit entity that funds healthcare related services. I*1931273, Entity Type, Entity Charitable, Name of OBA: Central Catholic High School, Address: Pittsburgh, PA, 15213, Investment Related: No, Position, Title, Association: Board Member, Employee Start Date: 09/02/2024, No Hours: 5hrs/Mo, No Hours during trading: 3, Duties: Catholic High School for boys and my duties will be to be ambassador in community to encourage enrollment and fundraising.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 1981-04-20 |
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