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8603 Commerce Drive Suite 7A, Easton, MD 21601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-04-11 |
Branch Locations
8603 Commerce Drive Suite 7A, Easton, MD 21601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Easton | MD | 10/2021 | 05/2024 |
| The Montessori School Of Northern Virginia | Annandale | VA | 06/2016 | 10/2021 |
| Tranquil Space Yoga Studio | Arlington | VA | 04/2007 | 09/2016 |
| Aloha Hive Camp | Fairlee | VT | 06/2016 | 08/2019 |
| Tred Avon Family Wealth, Llc | Easton | MD | 01/2025 | Present |
| Aloha Foundation | Fairlee | VT | 06/2024 | 08/2024 |
| Unemployed | Easton | MD | 09/2024 | 12/2024 |
Name of OBA: Wyndon Distilling, Address: 605 S Talbot St UNIT 6, St Michaels, MD 21663, Investment Related: N, Position, Title, Association: Retail Associate, Employee Start Date: Oct 2024, Number of Hours/During Trading Hours: variable, 5-20 hours per month, sometimes during trading hours, sometimes not.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-19 |
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