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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-08-12 |
| MD | RA | APPROVED | 2012-05-11 |
Branch Locations
11810 Grand Park Ave, North Bethesda, MD 20852 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rockville | MD | 03/2012 | Present |
| Bank Of America, N.A. | Rockville | MD | 04/2012 | Present |
I*2323276, Entity Type: , Name of OBA: C W , Address: Doylestown, Pennsylvania, 18901, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 4/9/2025, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-10 |
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