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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2008-12-19 |
| VA | RA | APPROVED | 2008-12-05 |
Branch Locations
11951 Freedom Dr, Reston, VA 20190 • United States
Sterling, VA • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 | Reston | VA | 12/2008 | Present |
| Bank Of America,N.A. | Reston | VA | 06/2011 | Present |
I*839272For profit or not for profit: Entity CharitableName of outside business organization: Big Fish FoundationInvestment related: NAddress of business: Boulder, Colorado, 80306Nature of business: ["Charitable Organization"]Position, title, association: ["Board Member"], Start date of relationship: 5/12/2022Number of hours devoted: 15 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: , The Big fish foundation works with veterans on reconnecting them to the fundamental principles of service in a campaign to improve wellness and manage PTSD/combat stress and prevent suicide. My role on the board will be fundraising for charitable eventsFOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: POAINVESTMENT RELATED: NATURE OF BUSINESS: POSITION, TITLE, ASSOCIATION: OTHER, START DATE OF RELATIONSHIP: 1/27/2012NUMBER OF HOURS DEVOTED: 5 ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: DUTIES: POA I*4521284 Entity Type: Fiduciary Role Name of OBA: Pearce Long 86q- 99449 & 86q-47440 Address: Sterling, Virginia, 20165 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 05/05/2026 Number of Hours: 2, Yearly Number of Hours during trading: 1, Yearly Duties: Child/Grandchild
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-18 |
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