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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-09-10 |
| MD | RA | APPROVED | 2016-10-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Towson | MD | 01/2015 | Present |
| The Johns Hopkins Univeristy | Baltimore | MD | 08/2012 | Present |
| Chegg Online Tutors | Santa Clara | CA | 06/2015 | Present |
| Bank Of America, N.A. | Towson | MD | 03/2017 | Present |
I*: 2179267 Entity Type: HOA, Co-op, Freehold Name of OBA: Irwins Choice Homeowners Association Address: Forest Hill, MD 21050 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 02/03/2025 Number of Hours: 2 hrs wkly Number of Hours during trading: 0 Duties: Home owners association board member I*: 2891286 Entity Type: Fiduciary role Name of OBA: T. & R. S. Address: Baltimore, MD 21231 Investment Related: No Position, Title, Association: Executor Employee Start Date: 9/26/2025 Number of Hours: 10 hrs mthly Number of Hours during trading: 0 Duties: Executor/ Parents I*: 2891288 Entity Type: Fiduciary role Name of OBA: Saxe Children's Trust Address: Bel Air, MD 21014 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 9/26/2025 Number of Hours: 2 hrs mthly Number of Hours during trading: 2 hrs mthly Duties: Co-Trustee/Parents, Siblings
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-04 |
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