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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-04-06
MD RA APPROVED 2020-03-31
  • TX RA
    APPROVED
    Since 2020-04-06
  • MD RA
    APPROVED
    Since 2020-03-31

Branch Locations

11810 Grand Park Ave, North Bethesda, MD 20852 • 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
Morgan Stanley Bethesda MD 12/2018 02/2020
Wyndham Destinantions Oxon Hill MD 04/2018 12/2018
Keller Williams Realty Reston VA 11/2017 03/2018
Not Employed Note Employed DC 09/2017 11/2017
Horatius Inc Glen Ellen CA 10/2016 09/2017
Froggys Franquicias San Antonio De Los Altos 09/2013 10/2016
Morgan Stanley Private Bank, N.A. New York NY 03/2019 02/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated North Bethesda MD 02/2020 Present
Bank Of America, N.A. North Bethesda MD 04/2020 Present
  • 12/2018 → 02/2020
    Bethesda, MD
  • 04/2018 → 12/2018
    Wyndham Destinantions
    Oxon Hill, MD
  • 11/2017 → 03/2018
    Keller Williams Realty
    Reston, VA
  • 09/2017 → 11/2017
    Not Employed
    Note Employed, DC
  • 10/2016 → 09/2017
    Horatius Inc
    Glen Ellen, CA
  • 09/2013 → 10/2016
    Froggys Franquicias
    San Antonio De Los Altos
  • 03/2019 → 02/2020
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 02/2020 → Present
    North Bethesda, MD
  • 04/2020 → Present
    Bank Of America, N.A.
    North Bethesda, MD
Previous Registrations
Other Businesses

*377733 - BNI Local Chapter; Investment related No; Networking group; Leadership position (proprietor, partner, officer, director, employee, trustee, agent); Sep 2019; During business hours: 1For profit or not for profit: For Profit Activity Name of outside business organization: Real Estate owned and rented- San Francisco CAInvestment related: NoAddress of business:San Francisco \ California Nature of business: Real estate owned and rented Compensation for Activity (Yes/No only): Yes Position, title, associationN/AStart date of relationship: 06/30/2010Number of hours devoted: 1Number of hours devoted during trading hours: 0Duties: Keep up with admin burden of renting this property. For profit or not for profit: For Profit ActivityName of outside business organization: Real Estate owned and rented Madeira Portugal Investment related: NoAddress of business:Facc AB Camara de Lobos Madeira Portugal Nature of business: Real estate owned and rentedCompensation for Activity (Yes/No only): Yes Position, title, associationN/AStart date of relationship: 05/01/2016Number of hours devoted: 1Number of hours devoted during trading hours: 0Duties: Keep up with admin burden of renting this propertyFor profit or not for profit: For Profit ActivityName of outside business organization: Amazon.com / Independent Contractor Investment related: NoAddress of business:PO Box 80683 Seatle WA 98108Nature of business: Package deliveries Compensation for Activity (Yes/No only): Yes Position, title, associationN/AStart date of relationship: 09/01/2017Number of hours devoted: 2Number of hours devoted during trading hours: 0Duties: Package deliveriesI*805242For profit or not for profit: Entity For ProfitName of outside business organization: OCHO-CINCO-OCHOInvestment related: NAddress of business: Rockville, Maryland, 20852Nature of business: ["Limited Liability Company"]Position, title, association: ["Director"], Start date of relationship: 4/15/2022Number of hours devoted: 1 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: , Family entity to hold title and manage real estate investments I*1962283 Entity for Profit Name of OBA: PadelPro Sports Group LLc Address: Rockville, Maryland, 20852 Investment Related: No Position, Title, Association: Owner Employee Start Date: 08/19/2024 No Hours: 2 No Hours during trading: 0 Duties: The purpose of this entity is to promote "Padel Tennis" in the US. Raise awareness about the sport, promote education, adoption of the sport and in the future become a retail and wholesale distributor of sports goods used in the practice of this sport. This business will eventually become a Wholesaler of sports goods used in the practice of Padel Tennis.Role: Advice on business operations when needed, like when hiring a vendor, or staff members. Help on events aimed to increase awareness about the practice of this sport.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-20
  • S66 Uniform Combined State Law Examination
    2019-03-20
Other Names
  • Daniel Alejandro Gomes Fernandes

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