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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-07-27 |
Branch Locations
475 Rolling Ridge Dr, State College, PA 16801 • United States
600 Grant St, Pittsburgh, PA 15219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | State College | PA | 02/2013 | 10/2025 |
| Unemployed | Tyrone | PA | 10/2025 | 02/2026 |
| Raymond James Financial Services Advisors, Inc. | Altoona | PA | 02/2026 | 07/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | State College | PA | 07/2026 | Present |
| The Nehemiah Project | Altoona | PA | 11/2025 | 01/2026 |
(1)Name of Business: Irwin Financial Incorporated Address: PA, 16601-3181, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/02/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Registered financial sales assistant. Answer phone, open accounts, process daily money transfers, accept trades, daily operations, etc
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-17 |
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