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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-01 |
| MD | RA | APPROVED | 2023-01-23 |
Branch Locations
4200 Amon Carter Blvd Ci Client Services, Fort Worth, TX 76155 • United States
11333 Mccormick Rd Ci Relationship Management, Hunt Valley, MD 21031 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hunt Valley | MD | 06/2022 | Present |
| Cheshire Public Schools | Cheshire | CT | 01/2012 | 08/2017 |
| Washington College | Chestertown | MD | 08/2017 | 05/2022 |
| Medling Lucente & Associates | Litchfield | CT | 05/2021 | 09/2021 |
| Chestertown River & Yacht Club | Chestertown | MD | 08/2021 | 12/2021 |
| Redner's Market | Chestertown | MD | 09/2020 | 11/2020 |
| Bank Of America, N.A | Hunt Valley | MD | 02/2024 | Present |
I*4853277, Entity Type: , Name of OBA: The K Family Trust, Address: Bedford, Massachusetts, 01730, Investment Related: N, Position, Title, Association: Successor Trustee, Employee Start Date: 06/09/2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-29 |
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