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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-07-19 |
| TX | RA | APPROVED | 2018-09-04 |
| MD | RA | APPROVED | 2018-08-27 |
Branch Locations
3455 Peachtree Rd Ne, Atlanta, GA 30326 • United States
11810 Grand Park Ave, North Bethesda, MD 20852 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc. | Washington | DC | 07/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Washington | DC | 11/2016 | 08/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bethesda | MD | 08/2018 | Present |
| Unemployed | Bethesda | MD | 08/2017 | 08/2018 |
I*1686439, Entity Type, Name of OBA: Rental Property 1 Address: Edisto Beach, SC 29438 Investment Related: N Position, Title, Association: Co-owner with other family members Employee Start Date: 02/01/2024 No Hours: 20 No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-11 |
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