Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2023-04-05
TX RA APPROVED 2022-01-14
  • MD RA
    APPROVED
    Since 2023-04-05
  • TX RA
    APPROVED
    Since 2022-01-14

Branch Locations

901 Dulaney Valley Rd, Towson, MD 21204 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia MD 06/2021 Present
Cision Beltsville MD 09/2020 06/2021
Ethos Technologies Roanoke VA 10/2019 04/2020
Liberty University Lynchburg VA 08/2016 08/2019
Vector Marketing Colorado Springs CO 03/2015 09/2017
3Rdway Mediation Services Hockessin DE 12/2018 02/2020
The Navigators Colorado Springs CO 04/2017 05/2019
Unemployed Roanoke VA 04/2020 09/2020
Bank Of America, N.A. Columbia MD 08/2021 Present
  • 06/2021 → Present
    Columbia, MD
  • 09/2020 → 06/2021
    Cision
    Beltsville, MD
  • 10/2019 → 04/2020
    Ethos Technologies
    Roanoke, VA
  • 08/2016 → 08/2019
    Liberty University
    Lynchburg, VA
  • 03/2015 → 09/2017
    Vector Marketing
    Colorado Springs, CO
  • 12/2018 → 02/2020
    3Rdway Mediation Services
    Hockessin, DE
  • 04/2017 → 05/2019
    The Navigators
    Colorado Springs, CO
  • 04/2020 → 09/2020
    Unemployed
    Roanoke, VA
  • 08/2021 → Present
    Bank Of America, N.A.
    Columbia, MD
Other Businesses

I*: 2168305Entity Type: For ProfitName of OBA: JBAV Ventures GroupAddress: Columbia, MD 21044Investment Related: NoPosition, Title, Association: OwnerEmployee Start Date: 02/03/2025Number of Hours: 2 hrs wklyNumber of Hours during trading: 0 Duties: JBAV Ventures Group is a business that operates vending machines placed in various locations, such as gyms and office buildings, to provide convenient access to snacks and beverages. Expected Responsibilities include managing the placement and maintenance of vending machines, Restocking inventory, Handling customer service issues related to the vending machines, and Managing business operations. This business will be managed outside of regular working hours and will not interfere with primary employment responsibilities. I*2198420, Entity Type: Entity Charitable, Name of OBA: Howard County Chamber of Commerce, Address: Columbia, Maryland, 21045, Investment Related: N, Position, Title, Association: Committee, Employee State Date: 02/20/2025, No Hours: 2 Monthly, No Hours during Trading: 1 Monthly, Duties: I will be joining the event and administration committee of Howard County Chamber of Commerce. The purpose of this committee is to plan and coordinate a signature annual event that is designed to attract a variety of chamber members and non-members for the purpose of an entertaining networking function.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-01
  • S66 Uniform Combined State Law Examination
    2021-11-01

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Towson, MD

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor