Parul Verma

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

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

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2025-05-14
MD	RA	APPROVED	2024-05-07
TX	RA	APPROVED	2022-01-05

Branch Locations

10320 Little Patuxent Pkwy, Columbia, MD 21044 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Fenton	MO	08/2021	Present
Bank Of America	Saint Louis	MO	11/2019	08/2021
Bank Of America	Horsham	PA	09/2019	11/2019
Bank Of America	Warrington	PA	05/2019	09/2019
Bank Of America	Daytona Beach	FL	11/2018	05/2019
Bank Of America	Saint Louis	MO	01/2018	11/2018
Commerce Bank	Saint Louis	MO	11/2017	01/2018
Capital One Bank	Balitmore	MD	03/2017	10/2017
Capital One Bank	Baltimore	MD	02/2016	03/2017
Bank Of America, N.A.	Fenton	MO	10/2021	Present

08/2021 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Fenton, MO
11/2019 → 08/2021

Bank Of America

Saint Louis, MO
09/2019 → 11/2019

Bank Of America

Horsham, PA
05/2019 → 09/2019

Bank Of America

Warrington, PA
11/2018 → 05/2019

Bank Of America

Daytona Beach, FL
01/2018 → 11/2018

Bank Of America

Saint Louis, MO
11/2017 → 01/2018

Commerce Bank

Saint Louis, MO
03/2017 → 10/2017

Capital One Bank

Balitmore, MD
02/2016 → 03/2017

Capital One Bank

Baltimore, MD
10/2021 → Present

Bank Of America, N.A.

Fenton, MO

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-11-01