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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 2008-07-17
VA RA APPROVED 2006-09-01
  • TX RA
    APPROVED
    Since 2008-07-17
  • VA RA
    APPROVED
    Since 2006-09-01

Branch Locations

11951 Freedom Dr, Reston, VA 20190 • United States

Arlington, VA • 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 Reston VA 07/2006 Present
Bank Of America, N.A. Reston VA 07/2011 Present
  • 07/2006 → Present
    Merrill Lynch, Pierce, Fenner & Smith
    Reston, VA
  • 07/2011 → Present
    Bank Of America, N.A.
    Reston, VA
Other Businesses

I*34578FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: VIRGINIA FBLA-PBL FOUNDATIONINVESTMENT RELATED: YADDRESS OF BUSINESS: LORD FAIRFAX COMMUNITY COLLEGEMIDDLETOWN, VIRGINIA 22645NATURE OF BUSINESS: CHARITABLE ORGANIZATION,POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 1/1/2007NUMBER OF HOURS DEVOTED: 10 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: OFFICER THE VIRGINIA FBLA-PBL FOUNDATION, INC., SERVES THE FBLA-PBL MEMBERS IN VIRGINIA BY PROVIDING SUPPORT FOR: STATE EVENT WINNERS TO PARTICIPATE IN NATIONAL COMPETITION, SCHOLARSHIPS, LEADERSHIP DEVELOPMENT ACTIVITIES I*7971 Entity Type: Fiduciary role Name of outside business organization: K. AND XX A. FAMILY TRUST Investment related: Address of business: ARLINGTON, Virginia 22203 Position, title, association: Start date of relationship: 5/1/2019 Number of hours devoted: 5 hours Number of hours devoted during trading hours: 0 Duties: I*763287 Entity Type: For Profit Name of outside business organization: Lynbrook Property Partners, LLC Investment related: No Address of business: Arlington, Virginia, 22205 Position, title, association: Owner Start date of relationship: 3/14/2022Number of hours devoted: 3 hours Monthly Number of hours devoted during trading hours: 0 Duties: Manage a residential rental property. I will be the co-owner. I*3100265 Entity Type: For Profit Name of OBA: Abingdon Street Properties, LLC Address: Arlington, Virginia, 22205Investment Related: No Position, Title, Association: Owner Employee Start Date: 11/07/2025Number of Hours: 20, Yearly Number of Hours during trading: 0 Duties: Residential Rental Property Property and tenant management I*3152264 Entity Type: For Profit Name of OBA: Abingdon Street Properties LLC Address: Arlington, Virginia, 22203 Investment Related: No Position, Title, Association: Owner Employee Start Date: 11/11/2025 Number of Hours: 3, Monthly Number of Hours during trading: 0 Duties: Residential Real Estate Single Family Rental Property Management of property and tenant management I*4499266 Entity Type: Fiduciary role Name of OBA: K. S. A. TTEE F. F. A. TTEE U/A DTD 09/26/2012 Address: Arlington, Virginia, 20190 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 04/23/2026 Number of Hours: 1, Yearly Number of Hours during trading: 1, Yearly Duties: Co-Trustee/Spouse

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-08-31
  • S66 Uniform Combined State Law Examination
    2006-08-31

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