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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-01-20 |
| DC | RA | APPROVED | 2015-07-17 |
| TX | RA | APPROVED | 2015-06-11 |
Branch Locations
1800 K St Nw, Washington, DC 20006 • United States
Alexandria, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 06/2015 | Present |
| Bank Of America, N.A. | Washington | DC | 07/2015 | Present |
I*82490FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: BELLE HAVEN COUNTRY CLUBINVESTMENT RELATED: NADDRESS OF BUSINESS:ALEXANDRIA, VIRGINIA 22307NATURE OF BUSINESS: OTHER, COUNTRY CLUBPOSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 6/1/2009NUMBER OF HOURS DEVOTED: 2 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: MEMBER OF THE FINANCE COMMITTEE I*1824295 Entity Type: For Profit Name of OBA: Rental Property 1 Address: Bluffton, South Carolina, 29910 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 05/07/2024 No Hours: 20 No Hours during trading: 1 Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-26 |
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