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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-28 |
| VA | RA | APPROVED | 2023-02-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vienna | VA | 11/2010 | 11/2021 |
| Bank Of America, N.A. | Vienna | VA | 09/2015 | 11/2021 |
| Morgan Stanley | Mclean | VA | 04/2022 | 11/2022 |
| Unemployed | Falls Church | VA | 12/2021 | 03/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vienna | VA | 11/2022 | Present |
I*520365For profit or not for profit: N/AName of outside business organization: Rental Property 1Investment related: NAddress of business: 415 Parkdale Drive #12E Charleston, South Carolina, 29414Nature of business: Own Rental PropertyPosition, title, association: Joint Owner with SpouseStart date of relationship: 1/6/2006Number of hours devoted: 0 hours YearlyNumber of hours devoted during trading hours: 0Duties: None I*, Entity Type POA, Name of OBA: LBM Address: Bonita Springs, Florida, 34135 Investment Related: Yes Position, Title, Association: Power of Attorney Employee Start Date: 08/01/2024 No Hours: 1 Yearly No Hours during trading: 1 Yearly Duties: POA I*, Entity Type POA, Name of OBA: TOM Address: Bonita Springs, Florida, 34135 Investment Related: Yes Position, Title, Association: Power of Attorney Employee Start Date: 08/01/2024 No Hours: 1 Yearly No Hours during trading: 1 Yearly Duties: POA I*2671265, Entity Type: , Name of OBA: MLPF& S CUST FPO L B M IRA FBO L B M, Address: Falls Church , Virginia, 22043, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 07/30/2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-15 |
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