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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-10-12 |
| MD | RA | APPROVED | 2023-01-23 |
| TX | RA | APPROVED | 2004-09-27 |
Branch Locations
11333 Mccormick Rd, Hunt Valley, MD 21031 • United States
Estero, FL • United States
9128 Strada Pl, Naples, FL 34108 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Baltimore | MD | 08/2004 | Present |
| Bank Of America,N.A. | Hunt Valley | MD | 06/2011 | Present |
I*7646 For profit or not for profit: Name of outside business organization: Ocean City Townhouse Investment related: Address of business: Ocean City, Maryland 21842 Nature of business: , Position, title, association: , Start date of relationship: 4/1/2019 Number of hours devoted: 2 hour(s) Number of hours devoted during trading hours: 0 I*129005 For profit or not for profit: For-Profit Organization Name of outside business organization: M&L Rentals LLC Investment related: N Address of business: Phoenix, Maryland 21131 Nature of business: LLC Position, title, association: Consultant, Start date of relationship: 3/1/2020 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Vacation Rental Company - Investor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-09 |
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