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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 2024-11-18
PA RA APPROVED 2024-11-11
  • TX RA
    APPROVED
    Since 2024-11-18
  • PA RA
    APPROVED
    Since 2024-11-11

Branch Locations

1225 S Main St, Greensburg, PA 15601 • 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
Cosmic 7 Irwin PA 03/2013 05/2017
Mindflow Murrysville PA 05/2017 Present
New York Life Insurance Pittsburgh PA 07/2022 01/2023
Nylife Securities Llc Pittsburgh PA 10/2022 01/2023
Iron Point Financial Grove City PA 02/2023 09/2024
Cetera Advisor Networks St Cloud MN 02/2023 09/2024
Vicus Capital, Inc State College PA 05/2023 09/2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated Greensburg PA 09/2024 Present
University Of The Cumberlands Williamsburg KY 08/2021 08/2023
Bank Of America, N.A. Greensburg PA 11/2024 Present
  • 03/2013 → 05/2017
    Cosmic 7
    Irwin, PA
  • 05/2017 → Present
    Mindflow
    Murrysville, PA
  • 07/2022 → 01/2023
    New York Life Insurance
    Pittsburgh, PA
  • 10/2022 → 01/2023
    Nylife Securities Llc
    Pittsburgh, PA
  • 02/2023 → 09/2024
    Iron Point Financial
    Grove City, PA
  • 02/2023 → 09/2024
    Cetera Advisor Networks
    St Cloud, MN
  • 05/2023 → 09/2024
    State College, PA
  • 09/2024 → Present
    Greensburg, PA
  • 08/2021 → 08/2023
    University Of The Cumberlands
    Williamsburg, KY
  • 11/2024 → Present
    Bank Of America, N.A.
    Greensburg, PA
Previous Registrations
  • 2023-05-09 → 2024-09-24
    Grove City, PA
  • 2011-12-22 → 2013-03-19
    Investment Professionals, Inc.
    San Antonio, TX
    Indiana, PA
  • 2004-01-01 → 2011-12-12
    Blairsville, PA
    Indiana, PA
    Indiana, PA
    Pittsburgh, PA
    Pittsburgh, PA
  • 2003-06-03 → 2004-01-01
    J.J.B. Hilliard, W.L. Lyons, Llc
    Pittsburgh, PA
Other Businesses

I*: 2041266 Name of the other business: Mindflow LLC Whether the business if investment related: Not investment related. Address of the other business: Murrysville, PA 15668 Nature of the other business: Wellness and Holistic Education Position: Instructor - Teach Meditation and Mindfulness to individuals and groups. Title: Instructor/Teacher Start: 05/2017 Approximate Hours per month: 15-20 During securities hours: 0 Describe duties: Teach Meditation and Mindfulness to individuals and groups.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-14
S63 Uniform Securities Agent State Law Examination 2022-12-16
  • S65 Uniform Investment Adviser Law Examination
    2023-04-14
  • S63 Uniform Securities Agent State Law Examination
    2022-12-16
Other Names
  • Jason Joseph Marcieski

View on SEC IAPD

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