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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-12-05 |
| TX | RA | APPROVED_RES | 2025-02-24 |
| GA | RA | APPROVED | 2025-01-15 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Duluth | GA | 08/2024 | Present |
| New American Funding | Annapolis | MD | 01/2024 | 07/2024 |
| South River Mortgage | Annapolis | MD | 12/2022 | 09/2023 |
| Freedom Mortgage Corporation | Columbia | MD | 08/2021 | 11/2022 |
| Newday Usa Financial Llc | Fulton | MD | 01/2019 | 02/2021 |
| Yelp | Washington | DC | 06/2018 | 01/2019 |
| All Traffic Solutions | Herndon | VA | 08/2017 | 04/2018 |
| Sales Inc. | Duluth | GA | 10/2016 | 08/2017 |
| Bestbuy | Athens | GA | 03/2016 | 01/2018 |
| Unemployed | Fulton | MD | 02/2021 | 08/2021 |
| Unemployed | Annapolis | MD | 09/2023 | 01/2024 |
| Bank Of America, N.A. | Duluth | GA | 10/2024 | Present |
I*1983264, Entity For Profit, Publicly Traded, Name: UBER Not Investment Related No Address: San Francisco, California Nature: Business or Industry Organization Position: Employee Title, or relationship: Delivery driver Employee Start date: 01-Feb-2024 Approximate number of hours: 10 Weekly Number of hours you devote during securities trading hours: 0 Briefly describe your duties: food delivery and transportation driver I*: 2555264 Entity Type: For Profit, Publicly Traded Name of OBA: Doordash Address: San Francisco, CA 94107 Investment Related: No Position, Title, Association: Employee Employee Start Date: 6/14/2025 Number of Hours: 15 hrs wkly Number of Hours during trading: 0 Duties: Deliver food to customers
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-13 |
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