Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-08-17
MD RA APPROVED 2021-06-02
  • TX RA
    APPROVED_RES
    Since 2021-08-17
  • MD RA
    APPROVED
    Since 2021-06-02

Branch Locations

1100-1800 American Blvd Ci Relationship Management, Pennington, NJ 08534 • United States

11333 Mccormick Rd Ci Relationship Management, Hunt Valley, MD 21031 • 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
Suncoast Global Financial Advisers Parkville MD 05/2016 12/2019
New York Life Insurance Co Timonium MD 08/2019 02/2020
Nylife Securities Llc Timonium MD 03/2020 09/2020
Selective Realtors/Keller Williams Annapolis MD 10/2016 03/2018
Carry Out Menu, Inc. Columbia MD 10/2016 12/2016
New York Life Insurance Co. Timonium MD 02/2020 09/2020
Nylife Securities Llc Timonium MD 02/2020 02/2020
Eagle Strategies Llc Timonium MD 04/2020 09/2020
The Prudential Insurance Company Of America Hunt Valley MD 09/2020 04/2021
Pruco Securities Llc Hunt Valley MD 09/2020 04/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 05/2021 Present
Bank Of America, N.A. Hunt Valley MD 07/2021 Present
  • 05/2016 → 12/2019
    Suncoast Global Financial Advisers
    Parkville, MD
  • 08/2019 → 02/2020
    New York Life Insurance Co
    Timonium, MD
  • 03/2020 → 09/2020
    Nylife Securities Llc
    Timonium, MD
  • 10/2016 → 03/2018
    Selective Realtors/Keller Williams
    Annapolis, MD
  • 10/2016 → 12/2016
    Carry Out Menu, Inc.
    Columbia, MD
  • 02/2020 → 09/2020
    New York Life Insurance Co.
    Timonium, MD
  • 02/2020 → 02/2020
    Nylife Securities Llc
    Timonium, MD
  • 04/2020 → 09/2020
    Timonium, MD
  • 09/2020 → 04/2021
    The Prudential Insurance Company Of America
    Hunt Valley, MD
  • 09/2020 → 04/2021
    Hunt Valley, MD
  • 05/2021 → Present
    Hunt Valley, MD
  • 07/2021 → Present
    Bank Of America, N.A.
    Hunt Valley, MD
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-01-22
S65 Uniform Investment Adviser Law Examination 2015-10-30
  • S63 Uniform Securities Agent State Law Examination
    2021-01-22
  • S65 Uniform Investment Adviser Law Examination
    2015-10-30
Other Names
  • Brendan O'BRien
  • Brendan William Obrien
  • Brendan William O'BRien

View on SEC IAPD

More in Pennington, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor