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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-07-14 |
| TX | RA | APPROVED_RES | 2023-07-14 |
Branch Locations
10320 Little Patuxent Pkwy, Columbia, MD 21044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Cockeysville | MD | 10/2012 | 03/2020 |
| Wells Fargo Clearing Services, Llc | Cockeysville | MD | 11/2016 | 03/2020 |
| Jp Morgan Securities, Llc | Baltimore | MD | 03/2020 | 07/2023 |
| Jpmorgan Chase Bank, N.A. | Baltimore | MD | 03/2020 | 07/2023 |
| Berry Family Sales And Services, Llc | Rosedale | MD | 08/2013 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbia | MD | 07/2023 | Present |
| Bank Of America, N.A. | Columbia | MD | 08/2023 | Present |
I*1405255 For profit or not for profit: Entity For Profit Name of outside business organization: Berry Family Sales and Services LLC Investment related: N Address of business: Rosedale, Maryland, 21237, United States Nature of business: ["Limited Liability Company"] Position, title, association: ["Owner"], Start date of relationship: 7/24/2023 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Rental Property so I perform maintenance on the properties occasionally but no time commitment to this business, just collecting income from renters.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2009-04-03 |
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