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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-06-05 |
| MD | RA | APPROVED | 2005-11-04 |
Branch Locations
11333 Mccormick Rd, Hunt Valley, MD 21031 • United States
Fallston, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Timonium | MD | 11/2005 | Present |
| Bank Of America,N.A. | Hunt Valley | MD | 06/2011 | Present |
I*464425, Entity Type: Entity for Profit, Name of OBA: Maryland Whitetail.com, Address: street, Maryland 21154, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 08/01/2017, No Hours: 2, No Hours during trading: 0, Duties: Helping with the behind the scenes clerical work to run the website
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-23 |
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