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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2010-06-22 |
| TX | RA | APPROVED_RES | 2008-07-22 |
Branch Locations
1225 S Main St, Greensburg, PA 15601 • United States
Mount Pleasant, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greensburg | PA | 03/1984 | Present |
| Bank Of America,N.A. | Greensburg | PA | 06/2011 | Present |
I*3404294, Entity Type: , Name of OBA: S M, Address: Mount Pleasant, Pennsylvania, 15666, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 12/31/2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 1984-05-30 |
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