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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2024-08-16
TX RA APPROVED_RES 2017-03-27
MD RA APPROVED 2017-03-16
  • AL RA
    APPROVED
    Since 2024-08-16
  • TX RA
    APPROVED_RES
    Since 2017-03-27
  • MD RA
    APPROVED
    Since 2017-03-16

Branch Locations

11810 Grand Park Ave, North Bethesda, MD 20852 • 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 04/2008 03/2017
Suntrust Advisory Services Atlanta GA 09/2016 03/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated North Bethesda MD 03/2017 Present
Previous Registrations
  • 2016-09-12 → 2017-03-17
    Chevy Chase, MD
  • 2008-05-01 → 2016-12-31
    Truist Investment Services, Inc.
    Laurel, MD
    Laurel, MD
    Damascus, MD
    Laurel, MD
    Chevy Chase, MD
Other Businesses

I*108766For profit or not for profit: For-Profit OrganizationName of outside business organization: SeneGenceInvestment related: NAddress of business:Foothill Ranch, California 92610Nature of business: Corporation,Position, title, association: Part-Time, Start date of relationship: 9/25/2017Number of hours devoted: 15 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: SeneGence is a make-up and skin care company. I am looking to become a distributor for them. I will be selling the products, mainly through Facebook and the occasional party.I*622283For profit or not for profit: Entity For ProfitName of outside business organization: J F DBA Franklin WoodworksInvestment related: NAddress of business: Germantown, Maryland, 20876Nature of business: ["Sole Proprietorship"]Position, title, association: ["Other"], Start date of relationship: 12/19/2021Number of hours devoted: 15 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: help with weekend craft shows, accounting, some of the social media, this is my husband's Sole Proprietorship where he does custom woodworking. I will assist with the accounting, the occasional weekend craft show and some of the social mediaI*3016279Entity Type: N/AName of OBA: D.R.Address:Germantown MarylandInvestment Related:NoPosition, Title, Association:Power of AttorneyStart Date:10/15/2025No Hours: 5 YearlyNo Hours during trading:0 YearlyDuties:Power of Attorney for Child/GrandchildI*: 3020285 Entity Type: poa Name of OBA: DKR Address: Germantown, Maryland 20876 Investment Related: n Position, Title, Association: Power of Attorney Employee Start Date: 10/16/2025 No Hours: 10hr/yr No Hours during trading:0 Duties:

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-09-28
S63 Uniform Securities Agent State Law Examination 2007-05-22
  • S65 Uniform Investment Adviser Law Examination
    2007-09-28
  • S63 Uniform Securities Agent State Law Examination
    2007-05-22
Other Names
  • Andrea Allyn Reimert
  • Andrea Allyn Reimert

View on SEC IAPD

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