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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-01-30 |
| VA | RA | APPROVED | 2004-09-08 |
| TX | RA | APPROVED_RES | 2002-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Vienna | VA | 05/2011 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vienna | VA | 09/1998 | Present |
I*109632 For profit or not for profit: For-Profit Organization Name of outside business organization: The Valley Country Club Investment related: N Address of business: Baltimore, Maryland 21204 Nature of business: Corporation, Position, title, association: Officer, Start date of relationship: 6/29/2017 Number of hours devoted: 4 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: I am a shareholder in a recreational business. I am a Vice President and a Board Member. I have the responsibilities of a traditional VP. I have no operational or management responsibilities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-12-30 |
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