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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-08-25 |
| MD | RA | APPROVED | 2025-08-06 |
| DC | RA | APPROVED | 2025-07-21 |
| TX | RA | APPROVED | 2025-07-21 |
Branch Locations
1800 K St Nw, Washington, DC 20006 • United States
Germantown, MD • United States
Corolla, NC • United States
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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Washington | DC | 08/2011 | 07/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 07/2025 | Present |
| Bank Of America, N.A. | Washington | DC | 08/2025 | Present |
I*3162275 Entity Type: Fiduciary role Name of OBA: P. Family Trust Address: Darnestown, Maryland, 20874 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 11/11/2025 Number of Hours: 1, Yearly Number of Hours during trading: 0 Duties: Co-Trustee/Parents
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-10 |
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