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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-07-29 |
| MD | RA | APPROVED | 2008-11-07 |
Branch Locations
11810 Grand Park Ave, North Bethesda, MD 20852 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rockville | MD | 07/2008 | Present |
| Bank Of America, N.A. | North Bethesda | MD | 07/2011 | Present |
I*: 2445286 Entity Type: Fiduciary role Name of OBA: W. and M. S. Address: Damestown, MD 20878 Investment Related: No Position, Title, Association: POA Employee Start Date: 6/1/2025 Number of Hours: 0 Number of Hours during trading: 0 Duties: POA for parents I*: 2496375 Entity Type: Fiduciary role Name of OBA: W. T S. AND M. S. ATBE Address: Darnestown, MD 20878 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 06/01/2025 Number of Hours: 0 Number of Hours during trading: 0 Duties: Power of Attorney for parents I*4530278 Entity Type: Charitable Name of OBA: Lilabean Foundation Address: Silver Spring, Maryland, 20901 Investment Related: No Position, Title, Association: Committee Employee Start Date: 05/13/2026 Number of Hours: 3, Yearly Number of Hours during trading: 0 Duties: At the Lilabean Foundation for Pediatric Brain Cancer Research (LBF), we are on a mission to fund groundbreaking research that leads to better treatments and outcomes for children battling brain cancer. LBF was founded in 2012 by the Giroux family after their daughter, Lila, was diagnosed with an inoperable low-grade glioma. Their journey through the challenges and limited treatment options inspired a mission: to raise critical funds, drive awareness, and provide hope for families facing the unimaginable. Brain tumors are the leading cause of cancer-related death in children, yet research remains critically underfunded. LBF is committed to changing that reality by investing in innovative research initiatives that improve treatments and outcomes for children battling brain cancer. Through the power of community, advocacy, and research funding, we are working toward a future where every child with brain cancer has a chance to grow up and thrive. Host Committee member who invites others to attend the annual Fall Ball for LBF.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-03 |
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