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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-11-16 |
| VA | RA | APPROVED | 2015-03-05 |
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 | 09/2014 | Present |
| Bank Of America, N.A. | Vienna | VA | 03/2015 | Present |
I*1748295Entity Type, Name of OBA: Rental Property 1Address: Ocean ViewDelaware19970Investment Related: NoCompensation: YesPosition, Title, Association: Co-owner with other family members Employee Start Date: 03/11/2024No Hours: Yearly No Hours during trading: 0Duties: I*2480275, Entity Type: , Name of OBA: Rental Property 2, Address: Sterling, Virginia, 20165, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee State Date: 06/14/2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: I*1747309, Entity Type Entity For Profit, Name of OBA: Tender Homes LLC Address: Sterling, Virginia, 20165 Investment Related: No Position, Title, Association: Treasurer Employee Start Date: 03/11/2024 No Hours: 12 yearly No Hours during trading: 0 Duties: To register investment property under if purchased. My responsibility is to sign checks when primary owner, my wife, is not available. I*: 2076264Entity Type: For ProfitName of OBA: Farmland LLCAddress: Winchester, VA 22602Investment Related: NoPosition, Title, Association: General Partner/Managing MemberEmployee Start Date: 11/04/2024Number of Hours: 1 hr mthlyNumber of Hours during trading: 0 Duties: This is a property that we are in the process of purchasing. it is a 9+ acre land that has a house in it. We are considering turning it as a farm or rent the house and the land out. My wife is the sole member on the LLC and i will be added on the operating agreement as an owner.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-04 |
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