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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2019-10-02 |
| TX | RA | APPROVED_RES | 2019-09-30 |
Branch Locations
2661 Riva Rd Ste 1020 [Dq-Rbo], Annapolis, MD 21401 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Alexandria | VA | 08/2006 | 09/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Annapolis | MD | 10/2009 | 09/2019 |
| Wells Fargo Clearing Services, Llc | Annapolis | MD | 09/2019 | Present |
RENTAL PROPERTY, INV RELATED, ANNAPOLIS, MD, 100% OWNERSHIP, START 5/15/2020, 5 HOURS PER MONTH, ZERO DURING TRADING, VRBO RENTAL.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-01-28 |
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