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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-14 |
| PA | RA | APPROVED | 2025-10-13 |
Branch Locations
510 Cranberry St, Erie, PA 16507 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Erie Insurance | Erie | PA | 10/2022 | 12/2023 |
| Jc Martin Golf Course | Erie | PA | 09/2021 | 10/2022 |
| Millcreek Township School District | Erie | PA | 03/2014 | 06/2020 |
| First National Bank | Erie | PA | 01/2024 | 06/2024 |
| Cetera Investment Services Llc | St Cloud | MN | 04/2024 | 03/2025 |
| First National Bank Of Pa | Erie | PA | 06/2024 | 03/2025 |
| Cetera Investment Advisers Llc | Erie | PA | 07/2024 | 03/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Erie | PA | 09/2025 | Present |
| Unemployed | Erie | PA | 03/2025 | 08/2025 |
| Mercyhurst Univesity | Erie | PA | 08/2020 | 05/2024 |
I*23274130 Entity Type: For Profit Name of OBA: Bomb Shelter Indoor Cages Address:Erie Pennsylvania Investment Related:No Position, Title, Association:Other Start Date:06/01/2024 No Hours: 8 Weekly No Hours during trading:0 Weekly Duties:I give hitting and outfield lessons at the Bomb Shelter. All lessons are held between 6-8pm on weekdays and throughout the weekends. Lessons include baseball specific drills and games to build and develop fundamentals. Typically I work with baseball players that range from 6-18 years old.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-20 |
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