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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-08-20 |
| TX | RA | APPROVED | 2026-08-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Easton | MD | 07/2015 | 11/2022 |
| Bank Of America, N.A. | Easton | MD | 01/2018 | 11/2022 |
| Stifel Independent Advisors, Llc | Chestertown | MD | 11/2022 | 08/2026 |
| Equitable Advisors, Llc | Chestertown | MD | 08/2026 | Present |
| All Seasons Capital & Advisory | Chestertown | MD | 08/2026 | Present |
1. Bond Chapel Foundation, Inc; 6595 Quaker Neck Rd Chestertown MD 21620; Restore and present to the community for local fellowship; Director; Consult with my brother on the proposed restoration and presentation to the local community for use as gathering place; 01/20/2025; 5 hrs/month; Not during securities trading hours; Not Investment-Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-09 |
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