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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-08-21 |
| FL | RA | APPROVED | 2024-02-08 |
| TX | RA | APPROVED_RES | 2013-07-09 |
| DC | RA | APPROVED | 2013-07-08 |
Branch Locations
1800 K St Nw, Washington, DC 20006 • United States
Miami Beach, FL • 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 | Washington | DC | 07/2013 | Present |
| Bank Of America, N.A. | Washington | DC | 07/2013 | Present |
I*9423 For profit or not for profit: Name of outside business organization: Rental Property Investment related: Address of business: Washington, District of Columbia 20001 Nature of business: Position, title, association: Start date of relationship: 11/1/2019 Number of hours devoted: 0 hour(s) Number of hours devoted during trading hours: 0 *)FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: RENTAL PROPERTY INVESTMENT RELATED: N ADDRESS OF BUSINESS: WASHINGTON, DISTRICT OF COLUMBIA 20009 NATURE OF BUSINESS: OTHER,RENTAL PROPERTY POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 8/1/2011 NUMBER OF HOURS DEVOTED: 1 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTY I*83678 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: FIREHOUSE APARTMENTS INVESTMENT RELATED: Y ADDRESS OF BUSINESS: WASHINGTON, DISTRICT OF COLUMBIA 20001 POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 8/5/2015 NUMBER OF HOURS DEVOTED: 10 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL APARTMENTS IN A GROUP HOME THAT I OWN. I ALSO RESIDE IN ONE OF THE 4 UNITS. I*6402 For profit or not for profit: Name of outside business organization: Apartment House Investment related: Address of business: Washington, District of Columbia 20001 Nature of business: Position, title, association: , Start date of relationship: 6/15/2018 Number of hours devoted: 0 hour(s) Number of hours devoted during trading hours: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-03-11 |
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