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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-05 |
| MD | RA | APPROVED | 2020-12-03 |
| DC | RA | APPROVED | 2015-07-17 |
| TX | RA | APPROVED | 2015-06-11 |
Branch Locations
1800 K St Nw, Washington, DC 20006 • United States
Potomac, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 06/2015 | Present |
| Bank Of America, N.A. | Washington | DC | 07/2015 | Present |
SUBURBAN MARYLAND ESTATE PLANNING OWNINGS MILLS MD 21117 NOT INVESTMENT RELATED/NOT FOR PROFIT BOARD MEMBER AFFILIATION START/END DATE 5/1/2007 / NO END DATE 2 HOURS PER MONTH AFTER BUSINESS HOURS/ 2 HOUR DURING BUSINESS HOURS PER MONTH
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-02-10 |
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