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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 2025-02-14
DC RA APPROVED 2025-01-24
VA RA APPROVED 2024-11-23
  • TX RA
    APPROVED
    Since 2025-02-14
  • DC RA
    APPROVED
    Since 2025-01-24
  • VA RA
    APPROVED
    Since 2024-11-23

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 Bethesda MD 08/2024 Present
Northern Trust - 50 South Capital Advisors Llc Chicago IL 05/2023 07/2024
Northern Trust - 50 South Capital Advisors Llc Chicago IL 07/2021 05/2023
Canadian Imperial Bank Of Commerce New York NY 05/2020 08/2020
Sarasin & Partners Llp London 09/2019 12/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 06/2019 08/2019
Sherwood Gourmet Deli Alexandria VA 06/2019 08/2019
Sherwood Gourmet Deli Alexandria VA 06/2018 08/2018
Sherwood Gourmet Deli Alexandria VA 06/2017 08/2017
Bishop Ireton High School Alexandria VA 08/2013 06/2017
Denison University Granville OH 08/2017 09/2019
Arcadia University London 09/2019 12/2019
Denison University Granville OH 12/2019 05/2021
Bank Of America, N.A. Bethesda MD 09/2024 Present
  • 08/2024 → Present
    Bethesda, MD
  • 05/2023 → 07/2024
    Northern Trust - 50 South Capital Advisors Llc
    Chicago, IL
  • 07/2021 → 05/2023
    Northern Trust - 50 South Capital Advisors Llc
    Chicago, IL
  • 05/2020 → 08/2020
    Canadian Imperial Bank Of Commerce
    New York, NY
  • 09/2019 → 12/2019
    Sarasin & Partners Llp
    London
  • 06/2019 → 08/2019
    Washington, DC
  • 06/2019 → 08/2019
    Sherwood Gourmet Deli
    Alexandria, VA
  • 06/2018 → 08/2018
    Sherwood Gourmet Deli
    Alexandria, VA
  • 06/2017 → 08/2017
    Sherwood Gourmet Deli
    Alexandria, VA
  • 08/2013 → 06/2017
    Bishop Ireton High School
    Alexandria, VA
  • 08/2017 → 09/2019
    Denison University
    Granville, OH
  • 09/2019 → 12/2019
    Arcadia University
    London
  • 12/2019 → 05/2021
    Denison University
    Granville, OH
  • 09/2024 → Present
    Bank Of America, N.A.
    Bethesda, MD
Other Businesses

Name of the other business Trustee for M B C Investment-related Yes Address of the other business Alexandria, VA, 22308 Your position Trustee Title, or relationship with the other business Trustee Start date of your relationship April 2022 Approximate number of hours/months you devote to the other business0 Number of hours you devote to the other business during securities trading hours 0 Briefly describe your duties relating to the other business Trustee for MEGAN CUNNINGHAM TTEE U/A DTD 04/13/2022 BY M B C - xxxx1W71 - MERRILL LYNCH, MEGAN CUNNINGHAM TTEE U/A DTD 04/13/2022 BY M B C - xxxx2E15 - MERRILL LYNCH. I*3016275 Entity Type: Charitable Name of OBA: Daughters of the American Revolution Address: Washington, District of Columbia, 20006 Investment Related: No Position, Title, Association: Member Employee Start Date: 11/01/2025 Number of Hours: 6, Monthly Number of Hours during trading: 1.5, Monthly Duties: To promote Historic Preservation, Education, and Patriotism across the United States Member meetings, community event participation, volunteering, and potentially board membership I*3996266 Entity Type: For Profit Name of OBA: Ellevate. Address: New York, New York, 10028 Investment Related: No Position, Title, Association: Committee,Board Member Employee Start Date: 03/26/2026 Number of Hours: 2, Monthly Number of Hours during trading: 0 Duties: Women's Network Ellevate Network is a global professional association focused on gender equality in the workplace. Vice President. As a board member, I help organize and promote community events. I*3996265, Entity Type: , Name of OBA: Denison Regional Network - DC, Address: Granville, Ohio, 43023, Investment Related: N, Position, Title, Association: Committee,Board Member, Employee Start Date: 04/06/2026, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: Membership outreach and event coordination, Alumni Networking

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-22
  • S66 Uniform Combined State Law Examination
    2024-11-22
Other Names
  • Megan Elizabeth Cunningham

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