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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2022-09-30 |
| TX | RA | APPROVED_RES | 2022-08-30 |
Branch Locations
11333 Mccormick Rd Ci Client Services, Hunt Valley, MD 21031 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hunt Valley | MD | 05/2022 | Present |
| Purcell Masonry | Baltimore | MD | 08/2018 | 05/2022 |
| Karme Choling | Barnet | VT | 07/2017 | 07/2018 |
| Gertrudes Restaurant | Baltimore | MD | 01/2010 | 06/2017 |
| The Baltimore Whiskey Company Llc | Baltimore | MD | 04/2022 | 04/2022 |
| Bank Of America, N.A. | Hunt Valley | MD | 08/2022 | Present |
I*: 2373262 Entity Type: Rental Property Name of OBA: Rental Property 1 Address: Baltimore, MD 21211 Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 05/30/2025 Number of Hours: 5 hrs wkly Number of Hours during trading: 0 Duties: Owner of rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-26 |
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