Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-08-01
DC RA APPROVED 2025-05-07
TX RA APPROVED 2025-04-16
MD RA APPROVED 2025-03-06
  • CA RA
    APPROVED
    Since 2025-08-01
  • DC RA
    APPROVED
    Since 2025-05-07
  • TX RA
    APPROVED
    Since 2025-04-16
  • MD RA
    APPROVED
    Since 2025-03-06

Branch Locations

4242 Six Forks Rd, Raleigh, NC 27609 • United States

2221 I St Nw, Washington, DC 20037 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Bethesda MD 10/2022 Present
Dee Green Llc Philadelphia PA 09/2021 09/2022
Soigne Marketing Llc Philadelphia PA 09/2014 12/2018
Udeme Greens Consulting Philadelphia PA 07/2012 12/2018
Macy's Inc Silver Spring MD 11/2016 01/2017
Diamond Resorts Bowie MD 05/2018 12/2018
Unemployed Philadelphia PA 01/2019 08/2021
  • 10/2022 → Present
    Bethesda, MD
  • 09/2021 → 09/2022
    Dee Green Llc
    Philadelphia, PA
  • 09/2014 → 12/2018
    Soigne Marketing Llc
    Philadelphia, PA
  • 07/2012 → 12/2018
    Udeme Greens Consulting
    Philadelphia, PA
  • 11/2016 → 01/2017
    Macy's Inc
    Silver Spring, MD
  • 05/2018 → 12/2018
    Diamond Resorts
    Bowie, MD
  • 01/2019 → 08/2021
    Unemployed
    Philadelphia, PA
Other Businesses

I*2034289, Entity Type, Entity for Profit, Name of OBA: Udeme Greens Global (UGG LLC), Address: Washington, DC, 20016, Investment Related: No, Position, Title, Association: Owner, Employee Start Date: 10/14/2024, No Hours: 10hrs/Weekly, No Hours during trading: 0, Duties: To sell products for an additional stream of income/passive income.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-05
  • S66 Uniform Combined State Law Examination
    2025-03-05

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Raleigh, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor