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540 Madison Ave. 9Th Floor, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2017-03-11 |
| TX | RA | APPROVED | 2017-03-11 |
Branch Locations
540 Madison Ave. 9Th Floor, New York, NY 10022 • United States
11022 Nicholas Lane Unit 6, Ocean Pines, MD 21811 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Salisbury | MD | 09/2004 | 03/2017 |
| Snowden Lane Partners | New York | NY | 03/2017 | Present |
Atlantic General Hospital Board Member of AGH Foundation Non-investment related Unpaid Devotes one hour per month during trading hours Ocean City Recreation & Parks: 200 125th St. ,Ocean City MD, 21842 Phone Number: 410-250-0125 Email: kallison@oceancitymd.gov Youth Basketball Referee - $20 per game - officiate youth games one evening per week Devote 8 hours per month - no hours during business hours Diakonia; 12747 Old Bridge Road, Ocean City, MD; Board Member; 501c3 providing emergency shelter, food and resources to the homeless; not investment related; no compensation; approximately one hour per month Stray Fox Home Owner's Association, 8804 Hunting Hound Road, Berlin MD; Treasurer; non-investment related; will spend approximately one hour per month during non-trading hours; no compensation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-31 |
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