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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-03-16 |
| MD | RA | APPROVED | 2015-07-29 |
Branch Locations
901 Dulaney Valley Rd, Towson, MD 21204 • United States
Columbia, MD • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bethesda | MD | 02/2015 | Present |
| Bank Of America, N.A. | Bethesda | MD | 05/2015 | Present |
I*80808 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: WAVERLY WOODS GOLF COURSE INVESTMENT RELATED: N ADDRESS OF BUSINESS: MARRIOTTSVILLE, MARYLAND 21104 NATURE OF BUSINESS: OTHER,GOLF INSTRUCTOR POSITION, TITLE, ASSOCIATION: OTHER, FINANCIAL ADVISOR START DATE OF RELATIONSHIP: 1/1/2011 NUMBER OF HOURS DEVOTED: 25 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: GOLF INSTRUCTOR-TEACH ASPIRING GOLFERS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-23 |
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