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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-03 |
| PA | RA | APPROVED | 2025-01-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsburgh | PA | 06/2023 | 10/2024 |
| Hefren-Tillotson | Pittsburgh | PA | 05/2022 | 08/2022 |
| My Next Season | Sewickley | PA | 05/2020 | 09/2020 |
| Brookhaven Country Club | Farmers Branch | TX | 12/2017 | 11/2020 |
| Fieldhouse Usa | Frisco | TX | 05/2017 | 07/2017 |
| Chatham University | Pittsburgh | PA | 08/2019 | 05/2023 |
| Unemployed | Na | TX | 08/2017 | 04/2020 |
| Unemployed | Na | TX | 09/2016 | 04/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsburgh | PA | 01/2025 | Present |
| Sr Beverages Llc | Pittsburgh | PA | 04/2023 | 12/2023 |
| Bank Of America, N.A. | Pittsburgh | PA | 02/2025 | Present |
I*: 2154280Name: Next Step Hockey LLCNot Investment relatedAddress: Warrendale, Pennsylvania 15086Nature: Limited Liability CompanyYour position: Employee/ Part time hockey coachTitle or relationship: Part time hockey coachStart date: 10-Jan-2025Approximate number of hours: 6 WeeklyNumber of hours you devote during securities trading hours: 0Briefly describe your duties: Part time hockey coach assisting with youth clinics I*4473269Entity Type: Not for ProfitName of OBA: North Hills Community OutreachAddress: Allison Park, Pennsylvania, 15101Investment Related: NoPosition, Title, Association: Employee Start Date: 04/21/2026Number of Hours: 10, YearlyNumber of Hours during trading: 0Duties: Young community leaders board I am a member of the young community leaders board. We plan activities that align with the greater goals of North Hills Community Outreach. These tend to be charitable events such as food pantrys, toy drives, driving seniors to medical appointments. We meet quarterly and talk about ways that we can improve our local community. I*4474268, Entity Type: , Name of OBA: Chatham University Alumni Board, Address: Pittsburgh, Pennsylvania, 15232, Investment Related: N, Position, Title, Association: Board Member, Employee Start Date: 04/21/2025, No Hours: 10 Yearly, No Hours during Trading: 0 Yearly, Duties: As a member of the alumni association, we meet throughout the year to talk about ways that we can improve Chatham University from an alumni presepective. We help award students with accolades as distinguished students. These are non-monetary awards. And we also have a presence at graduation, orientation, and holiday gatherings throughout the year. I am a member of this board and our main goal is to work alongside the university staff to bring continuity to fellow alumni. Alumni board for alma mater
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-02 |
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