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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-06-23 |
Branch Locations
7600 Wisconsin Ave Ste 900, Bethesda, MD 20814 • United States
Kensington, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 06/2015 | 10/2022 |
| Bank Of America, N.A. | Washington | DC | 08/2015 | 10/2022 |
| First Republic Securities Company, Llc | Washington | DC | 10/2022 | 06/2023 |
| Wells Fargo Clearing Services, Llc | Bethesda | MD | 06/2023 | Present |
RENTAL PROPERTY, INV RELATED, FAIRFAX, VA, 100% OWNERSHIP, START: 10/01/2023, 0 HOURS A MONTH, 0 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-06 |
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