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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
VI RA APPROVED 2026-05-15
VA RA APPROVED 2025-05-06
TX RA APPROVED 2025-05-02
MD RA APPROVED 2025-05-01
  • VI RA
    APPROVED
    Since 2026-05-15
  • VA RA
    APPROVED
    Since 2025-05-06
  • TX RA
    APPROVED
    Since 2025-05-02
  • MD RA
    APPROVED
    Since 2025-05-01

Branch Locations

11810 Grand Park Ave, North Bethesda, MD 20852 • 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
Grove Point Investments, Llc Rockville MD 07/2022 05/2024
Tiber Realty Group Washington DC 07/2020 10/2023
Montgomery College Rockville MD 08/2018 05/2020
University Of Maryland College Park MD 08/2021 12/2022
Waterford Wealth Management, Llc Rockville MD 08/2021 04/2025
Grove Point Advisors, Llc Rockville MD 10/2022 05/2024
Lpl Financial Llc Mt. Airy MD 06/2024 04/2025
Merrill Lynch, Pierce, Fenner & Smith Incorporated North Bethesda MD 04/2025 Present
Damascus High School Damascus MD 07/2016 05/2020
Frontier Financial Group Washington DC 09/2024 04/2025
Bank Of America, N.A. North Bethesda MD 05/2025 Present
  • 07/2022 → 05/2024
    Grove Point Investments, Llc
    Rockville, MD
  • 07/2020 → 10/2023
    Tiber Realty Group
    Washington, DC
  • 08/2018 → 05/2020
    Montgomery College
    Rockville, MD
  • 08/2021 → 12/2022
    University Of Maryland
    College Park, MD
  • 08/2021 → 04/2025
    Waterford Wealth Management, Llc
    Rockville, MD
  • 10/2022 → 05/2024
    Grove Point Advisors, Llc
    Rockville, MD
  • 06/2024 → 04/2025
    Mt. Airy, MD
  • 04/2025 → Present
    North Bethesda, MD
  • 07/2016 → 05/2020
    Damascus High School
    Damascus, MD
  • 09/2024 → 04/2025
    Frontier Financial Group
    Washington, DC
  • 05/2025 → Present
    Bank Of America, N.A.
    North Bethesda, MD
Previous Registrations
  • 2024-06-07 → 2025-05-01
    San Diego, CA
    Mt. Airy, MD
    Mt. Airy, MD
  • 2022-10-12 → 2024-06-11
    Grove Point Advisors, Llc
    Rockville, MD
    Rockville, MD
    Rockville, MD
    Rockville, MD
    Rockville, MD
Other Businesses

I*2409260, Entity Type Entity For Profit, Name of OBA: Two Story Chimney LLC Address: GaithersburgMaryland20882 Investment Related: No Position, Title, Association: Employee Employee Start Date:04/26/2025 No Hours: 5 weekly No Hours during trading: 0 Duties: I am a bartender in the brewery. I serve cider and beer to customers.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-07
  • S66 Uniform Combined State Law Examination
    2022-10-07
Other Names
  • Dylan I Branson

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