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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-12-19 |
| TX | RA | APPROVED | 2022-12-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brown And Company, Cpas | Greenbelt | MD | 06/2009 | 11/2021 |
| Running Things Cleaning Services | Silver Spring | MD | 06/2009 | Present |
| Lpl Financial, Llc | Fulton | MD | 12/2021 | 08/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Augusta | GA | 10/2022 | Present |
| Maven Wealth Management Lpl Financial | Fulton | MD | 05/2021 | 08/2022 |
| Bank Of America N.A. | Augusta | GA | 01/2023 | Present |
I*1048445Entity Type: For ProfitName of OBA: Running Things Cleaning Service Inc. (DBA - Kinetic Solution Partners)Address:Silver Spring, MDInvestment Related:NoPosition, Title, Association:OfficerStart Date:06/01/2009No Hours: 3 WeeklyNo Hours during trading:0Duties: Cleaning Company I*: 1962270Entity Type: Entity For ProfitName of OBA: Soul Havens RetreatsAddress: Martinez, GAInvestment Related: NoPosition, Title, Association: OwnerEmployee Start Date: 09/01/2024Number of Hours: 100 hrs annuallyNumber of Hours during trading: 0Duties: organize and host self development retreats I*2731262, Entity Type: Entity For Profit, Name of OBA: Travel with the Williams , Address: Martinez, Georgia, 30907, Investment Related: N, Position, Title, Association: Owne], Employee State Date: 08/18/2025, No Hours: 10 Monthly, No Hours during Trading: 0 Monthly, Duties: This activity will involve coordinating travel services such as flights, accommodations and tours for myself and others who choose to participate, Compensation will be received in the form of commissions from travel vendors and booking platforms. This business will be conducted entirely outside of my regular work hours and I will not spend more than 10 hours a month,I intend to operate a travel business that will arrange and book personal and group trips. This activity will involve coordinating travel services such as flights, accommodations and tours for myself and others who choose to participate, Compensation will be received in the form of commissions from travel vendors and booking platforms. This business will be conducted entirely outside of my regular work hours and I will not spend more than 10 hours a month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-11 |
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