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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2020-12-03 |
| TX | RA | APPROVED_RES | 2001-07-17 |
| DC | RA | APPROVED | 1998-04-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 12/1997 | Present |
| Bank Of America, N.A. | Washington | DC | 12/2009 | Present |
I*2217258, Entity Type: , Name of OBA: P K Trust, Address: kensington , Maryland, 20895, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 01-Jan-2025, No Hours: 10 Monthly, No Hours during Trading: 5 Monthly, Duties: I*2731265, Entity Type: , Name of OBA: p m k, Address: kensington, Maryland, 20895, Investment Related: N, Position, Title, Association: Administrator, Employee State Date: 08/15/2025, No Hours: 1 Weekly, No Hours during Trading: 0 Weekly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-26 |
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