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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-10-25 |
| VA | RA | APPROVED | 2018-03-12 |
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 Incorporated | Vienna | VA | 11/2017 | Present |
| Frontpoint | Vienna | VA | 10/2012 | 07/2017 |
| Unemployed | Vienna | VA | 07/2017 | 11/2017 |
| Bank Of America, N.A. | Vienna | VA | 04/2018 | Present |
I*444054, Entity Type, Entity Charitable, Name of OBA: University of Maryland Alumni Network - NoVA, Address: College Park, MD, 20742, Investment Related: No, Position, Title, Association: Board Mbr, Employee Start Date: 02/10/2023, No Hours: 40hrs/Ann, No Hours during trading: 0.5, Duties: Board Member of Northern Virginia alumni network. The alumni network provides various alumni engagement programing across the northern VA region. Responsibilities include leading the Board of the alumni network and provide. I*3470289 Entity Type: N/A Name of OBA: Rental Property 1 Address: Falls Church, Virginia, 22041 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 02/01/2026 Number of Hours: 2, Yearly Number of Hours during trading: 0, Yearly Duties: N/A
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-09 |
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