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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-02-04 |
| MD | RA | APPROVED | 1993-04-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Baltimore | MD | 10/1990 | Present |
| Bank Of America, N.A. | Baltimore | MD | 05/2011 | Present |
I*2074276, Entity Type, Name of OBA: E N. S IRR Trust Address: Cockeysville, MD 21030 Investment Related: N Position, Title, Association: Other Employee Start Date: 01/03/2013 No Hours: 10 No Hours during trading: 4 Duties: This is a generation skipping trust created by my mother I*2097284, Entity Type: Fiduciary, Name of OBA: E N. S IRR Trust, Address: Towson, Maryland, 21204, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 03-Jan-2013, No Hours: 10 Yearly, No Hours during Trading: 10 Yearly, Duties: I*2704275, Entity Type: , Name of OBA: MR W S TTEE C N S TTEE U/A DTD 12/02/2004 , Address: Lutherville, Maryland, 21093, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 08/06/2025, No Hours: 100 Yearly, No Hours during Trading: 40 Yearly, Duties: I*2290266, Entity Type: Entity For Profit, Name of OBA: Schelle Holdings LLC, Address: Lutherville, Maryland, 21093, Investment Related: Y, Position, Title, Association: ["Owner"], Employee State Date: 12/29/2023, No Hours: 5 Yearly, No Hours during Trading: 5 Yearly, Duties: Account management, making sure there is enough cash to cover checks Account exists for the management of family finances and expenses. This is a non-operating entity. No revenues come into the business outside of those immediately related to the family. No perceived conflicts. 50% owner of the LLC, but it is related to immediate family.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 1990-12-12 |
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