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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-04-06 |
| MD | RA | APPROVED | 2013-08-09 |
Branch Locations
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 | Bethesda | MD | 08/2013 | Present |
| Bank Of America, N.A. | Bethesda | MD | 09/2013 | Present |
(I)RENTAL PROPERTY OWNER , ARLINGTON VA, START OF RELATIONSHIP: JUN 24, 2011, APPROXIMATE # OF HOURS PER MONTH: 1 ..... (II)BOARD OF DIRECTORS MEMBER - CHARITABLE ORG , NATIONAL CAPITAL CHAPTER, SOC OF FINANCIAL PROFESSIONALS, WASH DC, EDUCATIONAL, START OF RELATIONSHIP: JUN 1, 2012, APPROXIMATE # OF HOURS PER MONTH: 5.....
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-09 |
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