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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-01-18 |
Branch Locations
8300 Greensboro Dr, Mclean, VA 22102 • United States
620 S Tryon St, Charlotte, NC 28255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 02/2012 | Present |
OBA ID: 766267Name of business; Wealthy Wisdom whether the business is investment-related; No the address of the other business; Braintree, MA 02184the nature of the other business; career and social media coach your position; Managertitle, or relationship with the other business; managerthe start date of your relationship; 12/9/2019the approximate number of hours/month you devote to the other business; less than 3 the number of hours you devote to the other business during securities trading hours; 0Duties: Provide career and social media coaching via network gatherings and virtual consultations. I*1958286, Entity Type:Entity For Profit , Name of OBA: Cerveau Address: Washington, DC 20002 Investment Related: No Position, Title, Association: Owner Employee Start Date: 8/30/24 No Hours:28 hrs weekly No Hours during trading: Duties:Event venue space. Managing operations on evenings and weekends
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-20 |
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