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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-27 |
| MD | RA | APPROVED | 2011-06-10 |
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, Inc. | Baltimore | MD | 06/2011 | Present |
| Bank Of America, N.A. | Baltimore | MD | 11/2011 | Present |
I*5231269, Entity Type: , Name of OBA: Moveable Feast, Address: Baltimore , Maryland, 21205, Investment Related: N, Position, Title, Association: co-chair of a capital campaign, Employee Start Date: 08/10/2026, No Hours: 4 Monthly, No Hours during Trading: 0 Monthly, Duties: I will serve as in an honorary/spokesman role as the organization seeks to raise REDACTED for new facilities. Moveable Feast provides medically tailored meals to people living at the intersection of food insecurity and serious illness.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-05-18 |
| S65 | Uniform Investment Adviser Law Examination | 1993-05-18 |
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