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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2009-02-27 |
| MD | RA | APPROVED | 2001-02-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | Frederick | MD | 09/1999 | Present |
| Bank Of America, N.A. | Frederick | MD | 06/2014 | Present |
I*29518 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: DEER VALLEY LANDSCAPING, INC. INVESTMENT RELATED: N ADDRESS OF BUSINESS: UNION BRIDGE, MARYLAND 21791 NATURE OF BUSINESS: S-CORP, POSITION, TITLE, ASSOCIATION: OFFICER, START DATE OF RELATIONSHIP: 2/1/2008 NUMBER OF HOURS DEVOTED: 0 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: OFFICER I*579253 For profit or not for profit: Entity For Profit Name of outside business organization: Goose Creek Marsh, LLC Investment related: N Address of business: Union Bridge, Maryland, 21791 Nature of business: ["Limited Liability Company"] Position, title, association: ["General Partner/Managing Member"], Start date of relationship: 6/1/2021 Number of hours devoted: 5 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Ownership of real property for personal use
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-01-12 |
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