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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-18 |
| PA | RA | APPROVED | 2022-08-12 |
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 |
|---|---|---|---|---|
| Citigroup Global Markets Inc | Pittsburgh | PA | 08/2008 | 04/2018 |
| Morgan Stanley Smith Barney | Pittsburgh | PA | 09/2008 | 04/2018 |
| Wells Fargo Clearing Services Llc | Pittsburgh | PA | 04/2018 | 07/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Upper Saint Clair | PA | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-07 |
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