Tessa Barrett

Current Employers

Employment History

• 02/2019 → 02/2022
  Merrill Lynch, Pierce, Fenner, & Smith Incorporated
  Washington, DC
• 07/2017 → 08/2017
  Kcf Technologies
  State College, PA
• 05/2018 → 05/2019
  Northwest Bank
  State College, PA
• 05/2013 → 05/2018
  Penn State University
  University Park, PA
• 05/2018 → 12/2018
  Providence College
  Providence, RI
• 12/2018 → 02/2019
  Unemployed
  State College, PA
• 02/2022 → 03/2022
  Rockefeller Financial Llc
  Bethesda, MD
• 04/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Reston, VA
• 09/2022 → Present
  Bank Of America, N.A.
  Reston, VA

Previous Registrations

• 2022-02-28 → 2022-03-17
  Rockefeller Financial Llc
  Bethesda, MD
  Atlanta, GA
• 2019-06-11 → 2022-02-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Washington, DC
  New York, NY
  Reston, VA

Other Businesses

I*1015256 For profit or not for profit: Name of outside business organization: DC Diamonds FTK--Pediatric cancer fundraising chaptr of THON Investment related: No Address of business: Position, title, association: Committee member Start date of relationship: Number of hours devoted: Number of hours devoted during trading hours: Duties: Donations committee I*1037269 For profit or not for profit: Name of outside business organization: Loudoun Serenity Houses Investment related: No Address of business: Position, title, association: , Start date of relationship: Number of hours devoted: hour(s) Number of hours devoted during trading hours: Duties: Loudoun Serenity Houses is an addiction rehab home where recovered addicts live after attending a rehab facility. My role will be to help the residents learn how to budget and explain basic monetary concepts (checking vs savings accounts) to them NOT investment advice. I*1955266, Entity Type Entity For Profit, Name of OBA: MKB Properties LLC Address: Leesburg Virginia20175 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 07/24/2024 No Hours: 1 weekly No Hours during trading: 0 Duties:Rental Income from rental property owned in Reston, VA. LLC with single owner to have pass through entity for tax purposes I*: 2508271 Entity Type: For Profit Name of OBA: Private Coaching (N/A) Address: Leesburg, VA 20175 Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 7/1/2025 Number of Hours: 4 hrs wkly Number of Hours during trading: 0 Duties: Private coaching for track and field/marathon athletes

Exams

• S66 Uniform Combined State Law Examination
  2019-06-03

Designations