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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-01-22 |
| MD | RA | APPROVED | 2018-09-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Annapolis | MD | 07/2018 | Present |
| Unemployed | Annapolis | MD | 05/2018 | 07/2018 |
| Dickinson College | Carlisle | PA | 10/2017 | 11/2017 |
| Pacific Life | Annapolis | MD | 08/2017 | 08/2017 |
| Arlington Echo Outdoor Education Center | Millersville | MD | 07/2017 | 08/2017 |
| Lacrosse Unlimited | Annapolis | MD | 06/2017 | 08/2017 |
| Lawnscapes Etc Inc | Crofton | MD | 06/2017 | 08/2017 |
| Boog's Barbeque | Baltimore | MD | 05/2017 | 07/2017 |
| Dickinson College | Carlisle | PA | 09/2014 | 05/2018 |
| Bank Of America, N.A. | Annapolis | MD | 08/2018 | Present |
I*1673289, Name of OBA: Fund for Education Abroad Address: Washington, District of Columbia Investment Related: No Position, Title, Association: Board Member Employee Start Date: 03/01/2024 No Hours: 0 No Hours during trading: 0 Duties: The Fund for Education Abroad (FEA) is a 501(c)3 non-profit organization. Its mission is to provide scholarships and ongoing support to students who are underrepresented among the US study abroad population. Responsibilities would include reviewing budgets, cash flow planning, and community/donor outreach. I would not have trading authority or access to funds.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-25 |
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