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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-08-25 |
| TX | RA | APPROVED | 2024-12-04 |
| PA | RA | APPROVED | 2024-11-21 |
Branch Locations
2600 Old Washington Road, Upper St. Clair, PA 15241 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Saint Clair | PA | 09/2021 | 08/2023 |
| Unemployed | Canonsburg | PA | 11/2020 | 09/2021 |
| Tiaa | Pittsburgh | PA | 08/2018 | 11/2020 |
| Unemployed | Canonsburg | PA | 02/2018 | 08/2018 |
| Botkin Family Wealth Management | Mcmurray | PA | 09/2017 | 02/2018 |
| Unemployed | Canonsburg | PA | 05/2017 | 09/2017 |
| Barnes & Noble Inc. | Pittsburgh | PA | 04/2017 | 04/2017 |
| National Association Of Ems Educators | Pittsburgh | PA | 11/2016 | 01/2017 |
| Sephora | Pittsburgh | PA | 11/2016 | 12/2016 |
| Bravo Italian Restaurant | Pittsburgh | PA | 02/2014 | 10/2016 |
| Raymond James & Associates, Inc | Cranberry Township | PA | 08/2023 | 11/2024 |
| Morgan Stanley | Upper St. Clair | PA | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-12 |
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