Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2008-12-19
VA RA APPROVED 2008-12-05
  • TX RA
    APPROVED_RES
    Since 2008-12-19
  • VA RA
    APPROVED
    Since 2008-12-05

Branch Locations

11951 Freedom Dr, Reston, VA 20190 • United States

Sterling, VA • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 Reston VA 12/2008 Present
Bank Of America,N.A. Reston VA 06/2011 Present
  • 12/2008 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691
    Reston, VA
  • 06/2011 → Present
    Bank Of America,N.A.
    Reston, VA
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-10-18
  • S66 Uniform Combined State Law Examination
    2002-10-18
Other Names
  • Mike Long

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Reston, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor