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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-02-26 |
| MD | RA | APPROVED | 2010-01-06 |
Branch Locations
11810 Grand Park Ave, North Bethesda, MD 20852 • United States
Columbia, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | North Bethesda | MD | 10/1981 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | North Bethesda | MD | 10/2009 | Present |
I*1409249 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Bethany Beach, Delaware, 19930, United States Nature of business: Position, title, association: Co-owner with non-family members, Start date of relationship: 8/1/2023 Number of hours devoted: 5 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-26 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-28 |
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