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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-10-21 |
| TX | RA | APPROVED | 2025-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbus | OH | 06/2024 | Present |
| Community Health Network | Erie | PA | 07/2023 | 06/2024 |
| Wegmans Food Markets | Erie | PA | 06/2018 | 05/2024 |
| Gannon University | Erie | PA | 08/2019 | 05/2024 |
| Cathedral Preparatory School | Erie | PA | 09/2017 | 06/2021 |
| Kahkwa Country Club | Erie | PA | 04/2016 | 01/2021 |
| St. George School | Erie | PA | 09/2013 | 06/2017 |
| Bank Of America, N.A. | Columbus | OH | 07/2024 | Present |
I*1968261, Entity Type:Entity For Profit,Entity Publicly Traded, Name of OBA: DoorDash Inc Address: San Francisco Investment Related: No, Position, Title, Association:Consultant/Independent Contractor Employee Start Date: 8/21/24 No Hours: 5 hrs weekly No Hours during trading: Duties: Deliver food and services to customers I*4560280Entity Type: Entity For ProfitName of OBA: SnapSaasAddress: Pittsburgh, Pennsylvania, 15219Investment Related: NoPosition, Title, Association: OwnerEmployee Start Date: 05/26/2026Number of Hours: 5, WeeklyNumber of Hours during trading: 0, WeeklyDuties: Digital AI automation service business that creates artificial intelligence-powered standard operating procedures (SOP's) and workflow documentation for small to mid-sized businesses. The business operates entirely online and has no connection to financial services, investment advice, or securities. Responsible for business development, client relationship management, and overseeing AI-powered service delivery. All services are delivered digitally using artificial intelligence tools to create operational documentation and workflow systems for client business. I*5295268, Entity Type: Entity For Profit, Name of OBA: JoeBucci Restock Alerts for WooCommerce, Address: Pittsburgh, Pennsylvania, 15219, Investment Related: N, Position, Title, Association: ["Owner"], Employee Start Date: 08/11/2026, No Hours: 3 Weekly, No Hours during Trading: 0 Weekly, Duties: Developing and maintaining the plugin's code, responding to support requests, and handling occasional updates or bug fixes. To develop and maintain a WordPress/WooCommerce plugin that lets online store owners email customers when an out of stock product is back in stock. Will be offered as a free download with a possible future paid "Pro" tier. A personal software project pursued outside working hours, unrelated to financial services or client facing work.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-21 |
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