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540 Madison Ave. 9Th Floor, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2017-03-11 |
| TX | RA | APPROVED | 2017-03-11 |
Branch Locations
11022 Nicholas Lane, Unit 6, Ocean Pines, MD 21811 • United States
540 Madison Ave. 9Th Floor, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dover | DE | 12/2008 | 03/2017 |
| Bank Of America, N.A. | Dover | DE | 09/2009 | 03/2017 |
| Snowden Lane Partners | New York | NY | 03/2017 | Present |
THE SALISBURY SCHOOL; ATTEND BOARD MEETINGS AND FUNCTIONS. ALL AFTER HOURS; Voluntary, no compensation; not investment related; Three hours per month not during business hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-02 |
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