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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-07 |
| TX | RA | APPROVED_RES | 2007-07-09 |
| VA | RA | APPROVED | 2004-09-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Alexandria | VA | 06/1995 | Present |
| Bank Of America,Na | Reston | VA | 11/2009 | Present |
I*88232 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: RENTAL PROPERTY INVESTMENT RELATED: N ADDRESS OF BUSINESS: MCLEAN, VIRGINIA 22102 NATURE OF BUSINESS: OTHER, PERSONALLY HELD RENTAL PROPERTY POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 5/1/2015 NUMBER OF HOURS DEVOTED: 1 HOUR(S) QUARTERLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTY - OWNER I*2172294, Entity Type: Entity Charitable, Name of OBA: National Gallery of Art, Address: landover, Maryland, 20785, Investment Related: N, Position, Title, Association: Committee, Employee State Date: 03/01/2025, No Hours: 48 Yearly, No Hours during Trading: 0 Yearly, Duties: learn more about art and the art that the national gallery of art acquires.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-30 |
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