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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2022-12-15 |
| TX | RA | APPROVED | 2008-03-25 |
| MD | RA | APPROVED | 2005-03-04 |
| DC | RA | APPROVED | 1996-06-04 |
Branch Locations
10320 Little Patuxent Pkwy, Columbia, MD 21044 • United States
Fulton , MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbia | MD | 05/1990 | Present |
| Bank Of America, N.A. | Columbia | MD | 04/2011 | Present |
REAL ESTATE INVESTOR/OWNER, 5 HOMES, NO DUTIES, NO TIME SPENT DURING TRADING HOURS, ADDRESSES: 1. 2913 N. 9TH ST. ARLINGOTN VA 22201 2. 1640 INDEPENDENCE AVE SE WASHINGTON DC 3. 2408 N. CHARLES ST BALTIMORE MD 4. 2512 N CHARLES ST BALTIMORE MD 5. 607 DUNBARTON AVE, BALTIMORE MD. START DATE OF 3/31/05. I*33907FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: TTEE.ALFRED & EDWINA BADGER REAL EST.TST-PARENTSINVESTMENT RELATED: NADDRESS OF BUSINESS:OAK BLUFFS, MASSACHUSETTS 2557NATURE OF BUSINESS: OTHER,REAL ESTATEPOSITION, TITLE, ASSOCIATION: TRUSTEE, START DATE OF RELATIONSHIP: 0001-01-01NUMBER OF HOURS DEVOTED: 0 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: FIDUCIARY POSITIONS I*3007264, Entity Type: , Name of OBA: The B Family 2025 Trust, Address: Oak Bluffs, Massachusetts, 02557, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 08/08/2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 1991-04-03 |
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