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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-07 |
| MD | RA | APPROVED | 2025-08-21 |
Branch Locations
1 disclosure category 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 | Columbia | MD | 12/2024 | Present |
| Navy Federal Credit Union | Laurel | MD | 06/2023 | 12/2024 |
| Lowes Home Improvement | Laurel | MD | 06/2022 | 06/2023 |
| Pnc Bank | Wheaton | MD | 10/2019 | 11/2020 |
| Capital One Bank | Rockville | MD | 02/2019 | 10/2019 |
| Jireh Printing & Graphics, Llc | Laurel | MD | 01/2013 | 01/2023 |
| Bank Of America, N.A. | Columbia | MD | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-20 |
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