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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-05-14 |
| PA | RA | APPROVED | 2010-07-19 |
| CT | RA | APPROVED | 2007-10-24 |
| TX | RA | APPROVED_RES | 1997-06-09 |
Branch Locations
600 Grant St, Pittsburgh, PA 15219 • United States
Sarasota, FL • 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 | 10/1982 | Present |
| Bank Of America,Na | Pittsburgh | PA | 12/2009 | Present |
I*4513280 Entity Type: Not for Profit Name of OBA: connecting champions Address: Pittsburgh, Pennsylvania, 15206 Investment Related: No Position, Title, Association: Employee Start Date: 05/12/2026 Number of Hours: 6, Monthly Number of Hours during trading: 1, Monthly Duties: It's an organization that pairs young adults with cancer a mentor for their cancer journey. general board member.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 1983-02-28 |
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