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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-03-01 |
| MD | RA | APPROVED | 2015-07-22 |
| DC | RA | APPROVED | 2015-07-13 |
| TX | RA | APPROVED | 2015-06-11 |
Branch Locations
9128 Strada Pl, Naples, FL 34108 • United States
9128 Strada Pl Fl Pwm , Naples, FL 34108 • United States
Naples, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 06/2015 | Present |
| Bank Ofa America, N.A. | Washington | DC | 08/2015 | Present |
| Bank Of America, N.A. | Washington | DC | 08/2015 | Present |
I*82515FOR-PROFIT ORGANIZATIONILAG ONE LLCINVESTMENT RELATED: YADDRESS OF BUSINESS:OWINGS MILLS, MARYLAND 21117NATURE OF BUSINESS: LLC,POSITION, TITLE, ASSOCIATION: LIMITED PARTNER, START DATE OF RELATIONSHIP: 8/15/2010NUMBER OF HOURS DEVOTED: 5 HOUR(S) MONTHLYDUTIES: REAL ESTATE HOLDING PARTNERSHIPSTHE KATHY L BARUCH 2012 FAMILY TRUSTNON-INVESTMENT RELATED10402 QUEENSWAY DRIVE,ELLIOTT CITY,MD,UNITED STATES-21042HOLDING TRUSTTRUSTEE/CONSERVATOR/GUARDIANTRUST/ESTATETRUSTEE PAY BILLS/SIGN CHECKS AS TRUSTEE FOR PROPERTY TAXES27 DEC 20121 HOURS PER MONTHGREENBAUM CANCER CENTER AT UMMCBALTIMORE, MD 21201NOT INVESTMENT RELATED/NOT FOR PROFITADVISORAFFILIATION START/END DATE 06/02/2009 / NO END DATE0 HOURS DEVOTED DURING/AFTER BUSINESS HOURS. 5) TRUST FBO MERRILL FAMILY; BALTIMORE, MD, 21202;TRUST/ESTATE; TRUSTEE ADMINISTRATION, REPORTING DISTRIBUTION; 02/04/2014; 8 HOURS PER MONTH; 0 DURING BUSINESS HOURS I*84916FOR-PROFIT ORGANIZATIONSIX POINT ONE LLCINVESTMENT RELATED: YADDRESS OF BUSINESS:OWINGS MILLS, MARYLAND 21117NATURE OF BUSINESS: LLC,POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 9/3/2015NUMBER OF HOURS DEVOTED: 2 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: REAL ESTATE HOLDING LLC. I*442528, Entity Type: Entity For Profit, Name of OBA: Ilag Two LLC Address: Lutherville, MD 21093 Investment Related: Position, Title, Association: Owner Employee Start Date:09/03/2015 No Hours: 5 hrs monthly No Hours during trading: 0 Duties: real etsate holding LLC, oversee property manager and file tax returnsI*2692287, Entity Type: Entity For Profit, Name of OBA: RAINBOW RUN LLC , Address: brooklyn, New York, 11215, Investment Related: N, Position, Title, Association: Owner, Employee State Date: 08/25/2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: member, no daily responsibilities, Holding company for investment real estateI*3188264Entity Type: Entity For ProfitName of OBA: Summertime Run LLCAddress: Owings Mills, Maryland, 21117Investment Related: NoPosition, Title, Association: OtherEmployee Start Date: 01/01/2026Number of Hours: 0, YearlyNumber of Hours during trading: 0, YearlyDuties: Hold rental and personal use property none I*3654267 Entity Type: Entity Charitable Name of OBA: Shelter for Abused Women and Children Address: naples, Florida, 34102 Investment Related: No Position, Title, Association: Committee Employee Start Date: 02/01/2026 Number of Hours: 12, Yearly Number of Hours during trading: 12, Yearly Duties: Shelter for abused women and children serve on oversight financial committee
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-16 |
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