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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2021-01-06 |
| TX | RA | APPROVED_RES | 2020-02-04 |
| VA | RA | APPROVED | 2019-08-07 |
Branch Locations
1100-1800 American Blvd Ci Relationship Management, Pennington, NJ 08534 • United States
11333 Mccormick Rd Ci Relationship Management, Hunt Valley, MD 21031 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vienna | VA | 02/2019 | Present |
| Onelife Fitness | Brambleton | VA | 05/2017 | 03/2019 |
| The Jackson Clinics Physical Therapy | Brambleton | VA | 04/2015 | 02/2019 |
| Pearson Smith Realty | Ashburn | VA | 08/2018 | 12/2018 |
| 24 Hour Fitness | Vienna | VA | 12/2016 | 03/2017 |
| Bank Of America, N.A. | Vienna | VA | 05/2019 | Present |
I*132748 For profit or not for profit: For-Profit Organization Name of outside business organization: Childcare Investment related: N Address of business: Ashburn, Virginia 20147 Nature of business: Charitable Organization, Position, title, association: Part-Time, Start date of relationship: 8/31/2020 Number of hours devoted: 30 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: To assist in childcare for a young boy with special needs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-06 |
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