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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 2021-10-06
MD RA APPROVED 2020-12-03
DC RA APPROVED 2020-11-02
  • TX RA
    APPROVED
    Since 2021-10-06
  • MD RA
    APPROVED
    Since 2020-12-03
  • DC RA
    APPROVED
    Since 2020-11-02

Branch Locations

1800 K St Nw, Washington, DC 20006 • 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 Washington DC 06/2020 Present
Cummings Wealth Management Group Mount Pleasant SC 09/2019 05/2020
Morgan Stanley Washington DC 05/2019 08/2019
Connelly School Of The Holy Child Potomac MD 06/2018 04/2019
Georgetown Aquatics Silver Spring MD 02/2010 05/2018
Royal Parking Systems Llc Potomac MD 05/2018 06/2019
College Of Charleston Charleston NC 08/2016 04/2020
Bank Of America N.A. Washington DC 09/2020 Present
  • 06/2020 → Present
    Washington, DC
  • 09/2019 → 05/2020
    Cummings Wealth Management Group
    Mount Pleasant, SC
  • 05/2019 → 08/2019
    Morgan Stanley
    Washington, DC
  • 06/2018 → 04/2019
    Connelly School Of The Holy Child
    Potomac, MD
  • 02/2010 → 05/2018
    Georgetown Aquatics
    Silver Spring, MD
  • 05/2018 → 06/2019
    Royal Parking Systems Llc
    Potomac, MD
  • 08/2016 → 04/2020
    College Of Charleston
    Charleston, NC
  • 09/2020 → Present
    Bank Of America N.A.
    Washington, DC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-02
  • S66 Uniform Combined State Law Examination
    2020-10-02

View on SEC IAPD

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