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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-11-23 |
| VA | RA | APPROVED | 1997-07-23 |
Branch Locations
8075 Leesburg Pike, Vienna, VA 22182 • United States
724 W Lancaster Ave, Wayne, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vienna | VA | 06/1997 | Present |
| #Ia Merrill Lynch, Pierce, Fenner & Smit | Vienna | VA | 06/1997 | Present |
| Bank Of America, Na | Vienna | VA | 12/2009 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-07-03 |
| S65 | Uniform Investment Adviser Law Examination | 1994-05-19 |
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