Timothy James Calabrese

Merrill Lynch, Pierce, Fenner & Smith Incorporated

North Bethesda, MD

Claim This Profile

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2012-12-06
MD	RA	APPROVED	2008-05-14

TX RA
APPROVED_RES

Since 2012-12-06
MD RA
APPROVED

Since 2008-05-14

Branch Locations

11810 Grand Park Ave, North Bethesda, MD 20852 • United States

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Rockville	MD	05/2008	Present
Bank Of America, N.A.	Rockville	MD	07/2013	Present

05/2008 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Rockville, MD
07/2013 → Present

Bank Of America, N.A.

Rockville, MD

Previous Registrations

2007-04-02 → 2008-05-15

Morgan Stanley & Co. Llc

Potomac, MD
2005-02-28 → 2007-04-02

Morgan Stanley Dw Inc.

Potomac, MD

Potomac, MD

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-02-24
S63	Uniform Securities Agent State Law Examination	1989-10-24

S66 Uniform Combined State Law Examination

2005-02-24
S63 Uniform Securities Agent State Law Examination

1989-10-24

View on SEC IAPD

Other Firms

GLASSMAN WEALTH SERVICES, LLC

CETERA INVESTMENT ADVISERS LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

PROFIT INVESTMENTS

AMERIPRISE FINANCIAL SERVICES, LLC

ORTMAN FINANCIAL PLANNING

LPL FINANCIAL LLC

Other Investors

Brian SCOTT Ewers

STACEE BAIN CRITTENDEN

SYED ABDUL RUMIN

Matthew EVERETT Bosley

Craig ARGENT Dell

DIEGO J DOMINGUEZ

Grant Patrick Furnary

Other Offices

GLASSMAN WEALTH SERVICES, LLC · NORTH BETHESDA, MD

CETERA INVESTMENT ADVISERS LLC · North Bethesda, MD

GLASSMAN WEALTH SERVICES, LLC · BETHESDA, MD

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · North Bethesda, MD

PROFIT INVESTMENTS · NORTH BETHESDA, MD

AMERIPRISE FINANCIAL SERVICES, LLC · ROCKVILLE, MD

EDWARD JONES · Rockville, MD

ORTMAN FINANCIAL PLANNING · NORTH BETHESDA, MD

More in North Bethesda, MD

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor