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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2008-12-09 |
| MD | RA | APPROVED | 1995-07-20 |
Branch Locations
10320 Little Patuxent Pkwy, Columbia, MD 21044 • United States
Clarksville, MD • 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 | 03/1995 | Present |
| Bank Of America, Na | Columbia | MD | 12/2009 | Present |
I*34537 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: SUCCESS IN STYLE INVESTMENT RELATED: N ADDRESS OF BUSINESS: SAVAGE, MARYLAND 20763 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: START DATE OF RELATIONSHIP: 01/01/0001 NUMBER OF HOURS DEVOTED: 3 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: ADVISORY BOARD MEMBER
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-28 |
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