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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-12-06 |
| MD | RA | APPROVED | 2022-09-13 |
Branch Locations
11333 Mccormick Rd Ci Client Services, Hunt Valley, MD 21031 • 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 | Hunt Valley | MD | 12/2021 | Present |
| Radcliffe Jewelers | Pikesville | MD | 04/2014 | 12/2021 |
| Brightview Senior Living | Timonium | MD | 07/2017 | 06/2019 |
| Bank Of America N.A. | Hunt Valley | MD | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-04 |
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