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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-01-21
MD RA APPROVED 2017-03-16
  • TX RA
    APPROVED_RES
    Since 2021-01-21
  • MD RA
    APPROVED
    Since 2017-03-16

Branch Locations

30 W Patrick St, Frederick, MD 21701 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Suntrust Investment Services, Inc. Atlanta GA 11/2015 03/2017
Suntrust Bank Washington DC 11/2015 03/2017
Suntrust Advisory Services Atlanta GA 09/2016 03/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated North Bethesda MD 03/2017 Present
Bank Of America, N.A. North Bethesda MD 04/2017 Present
  • 11/2015 → 03/2017
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 11/2015 → 03/2017
    Suntrust Bank
    Washington, DC
  • 09/2016 → 03/2017
    Suntrust Advisory Services
    Atlanta, GA
  • 03/2017 → Present
    North Bethesda, MD
  • 04/2017 → Present
    Bank Of America, N.A.
    North Bethesda, MD
Previous Registrations
  • 2016-09-14 → 2017-03-22
    Rockville, MD
    Chevy Chase, MD
  • 2006-03-02 → 2016-12-31
    Truist Investment Services, Inc.
    Rockville, MD
    Hyattsville, MD
    Rockville, MD
    Hyattsville, MD
    Rockville, MD
    Bethesda, MD
Other Businesses

I*10672 Entity Type: Rental Property Name of outside business organization: A. M. N. Investment related: No Address of business: Frederick, Maryland 21702 Position, title, association: Co-owner with other family members Start date of relationship: 3/1/2021 Number of hours devoted: 0 Number of hours devoted during trading hours: 0 Duties: Co-owner with other family members of rental property I*2564270 Entity Type: Fiduciary Role Name of OBA: K A. G Address: New Market, Maryland, 21774, Investment Related: No Position, Title, Association: Power of Attorney Employee State Date: 06/18/2025 No Hours: 1 Yearly No Hours during Trading: 0 Duties: Power of Attorney for Child/Grandchild I*: 2575336 Entity Type: Fiduciary Role Name of OBA: K. A. G. Address: New Market, MD 21774 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 6/24/2025 Number of Hours: 1 hr annually Number of Hours during trading: 0 Duties: Power of Attorney for Child/Grandchild

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-03-01
  • S66 Uniform Combined State Law Examination
    2006-03-01
Other Names
  • Annette Marie Blanchard
  • Annette Marie Geffen
  • Annette Marie Geffen
  • Annette Marie Nicolay
  • Annette Bratt

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