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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-01-09 |
| TX | RA | APPROVED | 2020-02-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual | Bethesda | MD | 08/2011 | 09/2019 |
| Bank Of America, N.A. | Beltsville | MD | 07/2016 | 07/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Beltsville | MD | 07/2016 | 07/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Seabrook | MD | 02/2020 | Present |
| Bank Of America, N.A. | Seabrook | MD | 02/2020 | Present |
| Unemployment | Silver Spring | MD | 07/2019 | 02/2020 |
1. I do receive renewal commissions from my past employers, Massmutual and guardian life insurance company on insurance sales completed while working for those two companies in the past 2. my wife owns two residential rental properties and receives rental income. I am not listed on those two properties. I*: 2393258 Entity Type: Fiduciary role Name of OBA: D. O. Address: SILVER SPRING, MD 20904 Investment Related: No Position, Title, Association: Guardianship Employee Start Date: 09/03/2024 Number of Hours: 2 hrs mthly Number of Hours during trading: 0 Duties: Guardianship of child
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-11 |
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