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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-09 |
| TX | RA | APPROVED_RES | 2025-08-08 |
| MD | RA | APPROVED | 2025-08-06 |
| DC | RA | APPROVED | 2025-07-24 |
Branch Locations
1800 K St Nw, Washington, DC 20006 • United States
North Bethesda, MD • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Bethesda | MD | 08/2011 | 07/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 07/2025 | Present |
| Bank Of America, N.A. | Washington | DC | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-06 |
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