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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-07 |
| PA | RA | APPROVED | 2026-06-30 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Bridgeville | PA | 05/2026 | Present |
| North Park Lounge Restaurant Group | Murrysville | PA | 07/2015 | 09/2023 |
| Wizard Marketing | Wexford | PA | 09/2018 | 06/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 10/2023 | 05/2026 |
| Northwestern Mutual Investment Services Llc | Monroeville | PA | 06/2024 | 05/2026 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2025 | 05/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bridgeville | PA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2024-11-06 |
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