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501 Commerce Street, Nashville, TN 37203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-12-04 |
| MD | RA | APPROVED | 2025-10-28 |
Branch Locations
800 Connecticut Avenue, N.W. Suite 1100, Washington, DC 20006 • United States
Columbia, MD • 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 | 10/2008 | 12/2019 |
| Bank Of America, Na | Washington | DC | 10/2008 | 12/2019 |
| Bny Mellon Securities Corporation | Washington | DC | 09/2021 | 09/2022 |
| Bny Mellon | Washington | DC | 12/2019 | 09/2022 |
| Sanford C. Bernstein & Co., Llc | Washington | DC | 05/2025 | Present |
| Pnc Private Bank | Washington | DC | 09/2022 | 05/2025 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-11-10 |
| S65 | Uniform Investment Adviser Law Examination | 2025-10-27 |
| S66 | Uniform Combined State Law Examination | 2017-07-07 |
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