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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-07-31 |
| MD | RA | APPROVED | 2020-06-25 |
Branch Locations
19294 Montgomery Village Ave, Gaithersburg, MD 20886 • 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 | Silver Spring | MD | 01/2018 | Present |
| Bank Of America, N.A. | Silver Spring | MD | 01/2018 | Present |
| Capital One Bank N.A. | Silver Spring | MD | 08/2015 | 12/2017 |
I*1407287For profit or not for profit: Entity For ProfitName of outside business organization: medina remodeling servicesInvestment related: NoAddress of business: Montgomery Village, Maryland, 20886Nature of business: Sole ProprietorshipPosition, title, association: OwnerStart date of relationship: 7/1/2023Number of hours devoted: 20 hours WeeklyNumber of hours devoted during trading hours: 0Duties: I am starting a construction business on the side. will do remodeling and subcontract work to other handyman services I*2450262, Entity Type Entity For Profit,Entity Publicly Traded, Name of OBA: uber inc Address: san franciscoMaryland94158 Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 05/07/2025No Hours: 25 weekly No Hours during trading: 0 Duties: shareride driver
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-23 |
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