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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-01-23 |
| TX | RA | APPROVED | 2022-09-26 |
| DC | RA | APPROVED | 2022-09-23 |
Branch Locations
8075 Leesburg Pike, Vienna, VA 22182 • United States
1800 K St Nw, Washington, DC 20006 • United States
7501 Wisconsin Ave Wk North, Md, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bethesda | MD | 12/2019 | 04/2022 |
| Pnc Bank | Potomac | MD | 11/2018 | 11/2019 |
| Pnc Wealth Management | Mclean | VA | 01/2015 | 11/2018 |
| Bank Of America, N.A. | Bethesda | MD | 09/2021 | 04/2022 |
| Rockefeller Financial Llc | Bethesda | MD | 04/2022 | 08/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-26 |
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