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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-05 |
| MD | RA | APPROVED | 2026-03-26 |
Branch Locations
11915 Reisterstown Rd, Reisterstown, MD 21136 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbia | MD | 01/2026 | Present |
| Fidelity & Guaranty Life | Baltimore | MD | 06/2015 | 11/2017 |
| Blackstone | Baltimore | MD | 12/2017 | 08/2023 |
| M&T Bank | Columbia | MD | 06/2024 | 01/2025 |
| Unemployed | Ellicott City | MD | 01/2025 | 01/2026 |
| Unemployed | Ellicott City | MD | 01/2023 | 06/2024 |
| Bank Of America, N.A. | Columbia | MD | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-26 |
| S65 | Uniform Investment Adviser Law Examination | 2001-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-26 |
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