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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-01-21 |
| MD | RA | APPROVED | 2017-03-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-01 |
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