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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-10-25
PA RA APPROVED 2024-09-26
  • TX RA
    APPROVED_RES
    Since 2024-10-25
  • PA RA
    APPROVED
    Since 2024-09-26

Branch Locations

4032 William Penn Hwy, Monroeville, PA 15146 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pnc Investments Pittsburgh PA 09/2017 06/2020
Pnc Bank Pittsburgh PA 02/2016 09/2017
Pnc Investments Pittsburgh PA 06/2020 04/2024
Pnc Investments Pittsburgh PA 04/2024 08/2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsburgh PA 08/2024 Present
Bank Of America, N.A. Pittsburgh PA 10/2024 Present
  • 09/2017 → 06/2020
    Pnc Investments
    Pittsburgh, PA
  • 02/2016 → 09/2017
    Pnc Bank
    Pittsburgh, PA
  • 06/2020 → 04/2024
    Pnc Investments
    Pittsburgh, PA
  • 04/2024 → 08/2024
    Pnc Investments
    Pittsburgh, PA
  • 08/2024 → Present
    Pittsburgh, PA
  • 10/2024 → Present
    Bank Of America, N.A.
    Pittsburgh, PA
Previous Registrations
Other Businesses

I*2011262, Name of the other business: Rental property 1, Whether the business is investment-related: no, Address: Pittsburgh, PA, 15221, Nature of the other business: Home rented to family members, Title, or relationship: Sole Owner, Start date of your relationship: 4/28/2022, Approximate number of hours/month you devote to the other business, 2 hours per year, Number of hours you devote to the other business during securities trading hours, 0, Briefly describe your duties relating to the other business: I just own the property. I*4446265, Entity Type: Entity For Profit, Name of OBA: Maali Solutions, Address: Monroeville, Pennsylvania, 15146, Investment Related: N, Position, Title, Association: Owner, Employee Start Date: 08/20/2026, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I own the truck and rent it out to my brother to be used in his delivery Business, To rent a truck to my brother

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-23
  • S66 Uniform Combined State Law Examination
    2021-08-23
Other Names
  • Elgeva Valentine
  • Elgeva Belcia Valentine
  • Geva Valentine

View on SEC IAPD

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