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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-23 |
| MD | RA | APPROVED | 2002-06-12 |
| DC | RA | APPROVED | 2002-05-21 |
| TX | RA | APPROVED_RES | 1996-05-02 |
| VA | RA | APPROVED | 1996-04-08 |
Branch Locations
11951 Freedom Dr, Reston, VA 20190 • United States
Arlington, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vienna | VA | 01/1996 | Present |
| #Ia Merrill Lynch, Pierce, Fenner & Smit | Alexandria | VA | 01/1996 | Present |
| Bank Of America, Na | Reston | VA | 12/2009 | Present |
I*1959257, Entity Type Entity For Profit, Name of OBA: Exclusive Automotive Group Real Estate Holdings, LLC Address: Ashburn Virginia 20147 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 10/26/2020 No Hours:5 yearly No Hours during trading: 1 yearly Duties:The entity was formed in 2020 to hold the real estate and buildings related to AM of Washington DC, a luxury automobile dealership in Ashburn, VA I*1949283, Entity Type Entity For Profit, Name of OBA: AM of Washington DC, LLC Address: Ashburn Virginia20147 Investment Related: Position, Title, Association: No Employee Start Date: 12/28/2011 No Hours: 20 yearly No Hours during trading: 5 yearly Duties: The entity is the holder and operator of a luxury car dealership in Ashburn, VA doing business as Exclusive Automotive Group. I have no day to day responsibilities for the dealership and it's managed by an experienced group of automotive professionals. The Dealer Principal is Mr. S.H. an employee of the dealership and also the manager of the Fixed Operations department. I*2040273, Entity Type Fiduciary , Name of OBA: MJM Address: Arlington, Virginia, 22203 Investment Related: No Position, Title, Association: Executor Employee Start Date: 29-Jun-2007 No Hours: 10 yearly No Hours during trading: 10 yearly Duties: I*: 2086437 Entity Type: Rental Property Name of OBA: Rental Property 1 Address: Lyme, CT 06371 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 10/01/2007 Number of Hours: 5 hrs annually Number of Hours during trading: 0 Duties: I'm trustee for the trust that owns the two properties, one of which is rented to help cover some of the expenses related to maintaining the property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-12 |
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