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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2019-01-16 |
| VA | RA | APPROVED | 2019-01-16 |
Branch Locations
5425 Wisconsin Avenue Suite 301, Chevy Chase, MD 20815-3552 • United States
Chevy Chase, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bethesda | MD | 06/2014 | 01/2019 |
| Bank Of America, N.A. | Bethesda | MD | 10/2015 | 01/2019 |
| Rbc Capital Markets, Llc. | Chevy Chase | MD | 01/2019 | Present |
| City National Bank | Chevy Chase | MD | 01/2019 | Present |
I*118300 For profit or not for profit: Non-Profit Organization Name of outside business organization: Sidwell Friends School Investment related: N Address of business: Washington, District of Columbia 20016 Nature of business: Other,High School Position, title, association: Committee Member, Start date of relationship: 10/22/2018 Number of hours devoted: 20 hour(s) Annually Number of hours devoted during trading hours: 4 Duties: Co-Chair of my high school class' 10 year reunion committee. Promote attendance of former classmates through coordinated outreach. Brainstorm and help fundraising efforts for class gift. Book an event space
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-05 |
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