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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2017-08-25
VA RA APPROVED 2010-06-04
  • TX RA
    APPROVED_RES
    Since 2017-08-25
  • VA RA
    APPROVED
    Since 2010-06-04

Branch Locations

8075 Leesburg Pike, Vienna, VA 22182 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Vienna VA 06/2010 Present
Bank Of America,Na Vienna VA 07/2010 Present
Previous Registrations
  • 2009-06-01 → 2010-06-23
    Mclean, VA
  • 2006-02-21 → 2009-06-01
    Mclean, VA
    Mclean, VA
    New York, NY
    Mclean, VA
  • 2002-05-23 → 2006-02-21
    Legg Mason Wood Walker, Incorporated
    Mclean, VA
Other Businesses

I*62890For profit or not for profit: Non-Profit Organization Name of outside business organization: The James Renwick Alliance Investment related: No Address of business: Washington, District of Columbia 20814 Position, title, association: Director, Start date of relationship: 7/1/2020Number of hours devoted: 6 hour(s) Monthly Number of hours devoted during trading hours: 0Duties: Independent national NPO, created to recognize the achievements of America's craft artists, foster scholarship, education and public appreciation of craft art and support the Smithsonian American Art Museum's Renwick Gallery. Board member I*: 396126Entity Type: CharitableName of OBA: Girl Scout Council of the Nation's CapitalAddress: Washington, DC 20008Investment Related: No Position, Title, Association: Committee, Director, OtherEmployee Start Date: 10/01/2023Number of Hours: 45 hrs annuallyNumber of Hours during trading: 2 hrs annuallyDuties: Girl Scouts is a youth development organization focused on girls to for leadership development, promote community service, develop life skills, entrepreneurship, STEM and stewardship of the outdoors.To serve as a member of the Executive Women's Advisory Board, The Governing Board of the Council and well as provide mentorship and engagement in Girl Scout Programing to further the mission. I*4246265, Entity Type: Entity Charitable, Name of OBA: Smithsonian American Art Museum, Address: Washington, District of Columbia, 20013-7012, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 06/15/2026, No Hours: 40 Yearly, No Hours during Trading: 8 Yearly, Duties: Member of Board of Commissioners. Advisory Board that counsels the museum director on museum policy, proposed art acquisitions. Art museum

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-05-22
  • S66 Uniform Combined State Law Examination
    2002-05-22
Other Names
  • Nedra Overall
  • Nedra Antionette Overall

View on SEC IAPD

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