Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-02-10
MD RA APPROVED 2017-12-20
  • TX RA
    APPROVED_RES
    Since 2023-02-10
  • MD RA
    APPROVED
    Since 2017-12-20

Branch Locations

901 Dulaney Valley Rd, Towson, MD 21204 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Towson MD 02/2008 Present
Bank Of America, N.A. Towson MD 06/2018 Present
Other Businesses

I*104144 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: ARBONNE INTERNATIONAL INVESTMENT RELATED: N ADDRESS OF BUSINESS: IRVINE, CALIFORNIA 92618 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: CONSULTANT, START DATE OF RELATIONSHIP: 3/1/2017 NUMBER OF HOURS DEVOTED: 20 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: I AM AN ARBONNE INDEPENDENT CONSULTANT. PURPOSE IS TO NETWORK AND SHARE/SELL HEALTH AND WELLNESS PRODUCTS. ALSO THE PURPOSE IS TO GET OTHERS TO JOIN THE TEAM IN THE BUSINESS. I*119947 For profit or not for profit: Non-Profit Organization Name of outside business organization: American Hearts Association Investment related: N Address of business: Baltimore, Maryland 21201 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 1/14/2019 Number of hours devoted: 5 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: This is the Young Hearts Board for the American Heart Association. YH is the Junior Board for the AHA in the Baltimore area. I was nominated by our Market Executive Jeffrey Lubin. Board will meet to discuss strategy for AHA fundraising, etc. "I ""994805"", Name of OBA: Unendlich, Address: Baltimore, Maryland, Investment Related: N, Position, Title: ["Other"], Employee Start Date: 9/16/2022, No Hours: 3, Weekly, No Hours during trading: 0, Duties: A musical group. I will be performing with a band in a live capacity, to perform music. Small amounts of compensation may be earned.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-12-19
  • S66 Uniform Combined State Law Examination
    2017-12-19
Other Names
  • Daniel Otakie
  • Kent Otakie

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Towson, MD

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor