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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-07 |
| DC | RA | APPROVED | 2022-01-06 |
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 | 08/2020 | Present |
| Fairfield University | Fairfield | CT | 09/2016 | 05/2020 |
| Unemployed | Bethesda | MD | 06/2020 | 07/2020 |
| Merrill Lynch Pierce Fenner & Smith | Washinton | DC | 05/2018 | 08/2018 |
| Merrill Lynch Pierce Fenner & Smith | Washinton | DC | 06/2019 | 08/2019 |
| Merrill Lynch Pierce Fenner & Smith | Washington | DC | 12/2019 | 01/2020 |
| Bank Of America, N.A. | Washington | DC | 06/2024 | Present |
I*549276 Name of OBA: equinox Address: Washington, DC Investment Related: No Position, Title, Association: Other Group fitness instructor Employee Start Date: 10/15/2021 No Hours: 1 Weekly No Hours during trading: 0 Duties: I will be teaching group fitness workout classes to Equinox membersI*2166283, Entity Type: Entity Charitable, Name of OBA: Catholic Business Network of Montgomery County, Address: Bethesda, Maryland, 20817, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 02/01/2025, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: Help bring together members together to network and create friendships.I*2216263, Entity Type: Not for profit, Name of OBA: Junior League of Washington, Address: Washington, DC 20007 Investment Related: N, Position, Title, Association: Member, Employee State Date: 08/01/2025 , No Hours: 2 monthly, No Hours during Trading: 0 , Duties: Volunteer and networking I*2775268 Entity Type: For Profit Name of OBA: P2K Holdings, LLC Address:Bethesda Maryland Investment Related:No Position, Title, Association:General Partner/Managing Member Start Date:09/01/2025 No Hours: 5 Monthly No Hours during trading:0 Monthly Duties:Rental Property Manage rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-20 |
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