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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-06-06 |
| TX | RA | APPROVED | 2025-06-06 |
Branch Locations
2330 West Joppa Road Suite 255, Lutherville, MD 21093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Inc. | Columbia | MD | 11/2022 | 07/2023 |
| Unemployed | Columbia | MD | 05/2022 | 10/2022 |
| Bank Of America Merrill Lynch | Washington D.C. | DC | 06/2021 | 08/2021 |
| Tressler Game Preserve | Chillicothe | OH | 05/2020 | 07/2020 |
| Unemployed | Columbia | MD | 03/2020 | 05/2020 |
| Tide Creek Financial Group | Elkridge | MD | 06/2019 | 08/2019 |
| Columbia Association | Columbia | MD | 05/2019 | 08/2019 |
| Columbia Association | Columbia | MD | 05/2014 | 08/2017 |
| Oakland Mills Middle/High School | Columbia | MD | 09/2012 | 05/2017 |
| Columbia Association | Columbia | MD | 05/2018 | 08/2018 |
| Ohio State University | Columbus | OH | 08/2017 | 05/2022 |
| Bank Of America, N.A. | Silver Spring | MD | 10/2022 | 07/2023 |
| Financial Gravity Family Office Services, Llc | Lakeway | TX | 10/2023 | 05/2025 |
| Choptank Annapolis For Atlas Restaurants | Annapolis | MD | 08/2023 | 10/2023 |
| Southern Lacrosse Officials Association | Baltimore | MD | 03/2023 | Present |
| Morgan Stanley | Lutherville | MD | 06/2025 | Present |
| National Intercollegiate Lacrosse Officials Association | Halethorpe | MD | 02/2025 | Present |
*643423 - Southern Lacrosse Officials Association; Investment related -No; Halethorpe, Maryland; Athletics; Employee (proprietor, partner, officer, director, employee, trustee, agent); 03/2023; During business hours: 0; After business hours: 20; Labor/Service *643455 - National Intercollegiate Lacrosse Officials Association; Investment related -No; Halethorpe, Maryland; Athletics; Employee (proprietor, partner, officer, director, employee, trustee, agent); 02/2025; During business hours: 0; After business hours: 12; Labor/Service *649166 - Zingos Lacrosse Club; Investment related: No; Ellicott City, Maryland; Athletic Coaching; Employee(proprietor, partner, officer, director, employee, trustee, agent); 07/2025; During business hours: 0; After business hours: 10; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-11 |
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