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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 | 2023-09-29 |
Branch Locations
7200 Wisconsin Ave Ste 903, Bethesda, MD 20814 • United States
225 Schilling Circle Suite 100 [Satellite], Hunt Valley, MD 21030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Baltimore | MD | 07/2014 | 09/2023 |
| Bank Of America N.A. | Baltimore | MD | 12/2014 | 09/2023 |
| Wells Fargo Advisors Financial Network, Llc | Hunt Valley | MD | 09/2023 | Present |
FOUNDATIONS HOCKEY LLC; NOT INV RELATED; REISTERSTOWN, MD; HOCKEY COACH; START DATE 04/01/2021; 6 HOURS PER MONTH; 0 HOURS DURING TRADING LOYOLA ICE HOCKEY; NOT INV RELATED; TOWSON, MD; COACH; START 10/12/2023; 20 HOURS PER RMONTH; 0 HOURS DURING TRADING; VARSITY COACH.| GREENCROFT HOA; NOT INV RELATED; COCKEYSVILLE, MD; HOA; TREASURER; START DATE 02/01/2025; 2 HOURS PER MONTH; 0 HOURS DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-21 |
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