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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-13 |
| MD | RA | APPROVED | 2025-12-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 07/2021 | 09/2022 |
| Washington & Lee University | Lexington | VA | 08/2017 | 05/2021 |
| Traveller | Lexington | VA | 10/2018 | 05/2021 |
| King George Co. Department Of Economic Development | King George | VA | 07/2019 | 08/2019 |
| King George Co. Department Of Economic Development | King George | VA | 07/2018 | 07/2018 |
| Vector Marketing | King George | VA | 07/2017 | Present |
| King George High School | King George | VA | 08/2013 | 05/2017 |
| Washington & Lee University Store | Lexington | VA | 01/2018 | 12/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 09/2022 | 10/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Silver Spring | MD | 11/2025 | Present |
| North American Language And Cultural Assistant Program | Madrid | 10/2024 | 06/2025 | |
| Bank Of America, N.A. | Silver Spring | MD | 12/2025 | Present |
For profit or not for profit: For profit Name of outside business organization: Vector Marketing Investment related: No Address of business:1116 East State Street, Olean, New York 14760-6228 Nature of business: Kitchen Knife Sales Compensation for Activity (Yes/No only): Yes Position, title, associationIndependent Contractor Start date of relationship: 7/1/2017 Number of hours devoted: 10/yr Number of hours devoted during trading hours: 0 Duties: Hold sales appointments and place orders for Cutco kitchen knives. Currently almost only place orders for past clients if they contact me asking to order new knives. Very infrequent, no regular time commitment I*514900 For profit or not for profit: Entity For Profit Name of outside business organization: Vector Marketing Investment related: N Address of business: Olean, New York, 14760-6228 Nature of business: ["Corporation"] Position, title, association: ["Consultant/Independent Contractor"], Start date of relationship: 7/27/2021 Number of hours devoted: 10 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , Independent Contractor. Place orders for Cutco kitchen knives, primarily with previous clients who contact me to place an additional order. No expectations from the company, but at times previous clients contact me (infrequently) and have me place orders for them. This will be only reactive and I will not be soliciting BOA/Merrill clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-08 |
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