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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-28 |
| MD | RA | APPROVED | 2024-10-30 |
Branch Locations
20670 Seneca Meadows Pkwy, Germantown, MD 20876 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbia | MD | 08/2022 | Present |
| Nestle Nespresso Usa | Bethesda | MD | 02/2017 | 08/2022 |
| Starbucks, Inc | Potomac | MD | 09/2012 | 02/2017 |
| Bank Of America, N.A. | Columbia | MD | 09/2024 | Present |
I*3979271 Entity Type: N/A Name of OBA: The D G H & C F H Revocable Living Trust Address: Holland, Michigan, 49423 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 03/09/2026 Number of Hours: 0, Weekly Number of Hours during trading: 0, Weekly Duties: Parents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-29 |
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