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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-10-02 |
Branch Locations
880 Butler Street, Pittsburgh, PA 15223 • United States
4960 William-Flynn Highway, Allison Park, PA 15101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 10/2016 | 09/2024 |
| Serenata Beach Club | South Ponte Vedra Beach | FL | 01/2007 | 02/2017 |
| Florida Army National Guard | St. Augustine | FL | 11/2014 | 11/2020 |
| Bank Of America, N.A. | Jacksonville | FL | 09/2019 | 09/2024 |
| Pnc Investments | Allison Park | PA | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-14 |
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