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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-04-13 |
| DC | RA | APPROVED | 2009-10-23 |
| MD | RA | APPROVED | 2009-10-23 |
| VA | RA | APPROVED | 2009-10-23 |
Branch Locations
30 W Patrick St, Frederick, MD 21701 • United States
Ijamsville, MD • United States
2 disclosure categories 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 | Frederick | MD | 10/2009 | Present |
| Bank Of America, N.A. | Frederick | MD | 07/2011 | Present |
I*2670315, Entity Type: Entity Charitable, Name of OBA: Blue Collar Project, Address: Jefferson, Maryland, 21755, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 07/29/2025, No Hours: 2 Weekly, No Hours during Trading: 2 Weekly, Duties: Direct and build a board which fulfils the mission To educate and advocate for youth into the trades.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-03 |
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