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Ellicott City, MD • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-08-07 |
| TX | RA | APPROVED | 2024-08-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbia | MD | 08/2011 | 07/2024 |
| Bank Of America, N.A. | Columbia | MD | 03/2012 | 07/2024 |
| Lee-Kelleher Wealth Management | Fulton | MD | 06/2024 | Present |
I*111210 For profit or not for profit: Non-Profit Organization Name of outside business organization: Adoptions Together Investment related: N Address of business: Calverton, Maryland 20705 Nature of business: Corporation, Position, title, association: Advisory Board Member, Start date of relationship: 1/25/2018 Number of hours devoted: 4 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: Organization that helps people find adopting families. Help support the organization through personal network awareness and fund raising.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-06 |
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