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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-06-22
  • MD RA
    APPROVED
    Since 2026-06-22

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

11810 Grand Park Ave, North Bethesda, MD 20852 • 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 North Bethesda MD 11/2022 Present
Marstudio, Inc. Rockville MD 06/2016 11/2022
Other Businesses

I*1818260, Entity Type Entity For Profit, Name of OBA: E. F Address: Germantown Maryland 20874 Investment Related: No Position, Title, Association: Employee, OwnerEmployee Start Date: 05/27/2024 No Hours: 1 Yearly No Hours during trading: 0 Duties: Notarizing documents

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-22
S63 Uniform Securities Agent State Law Examination 2025-12-29
  • S65 Uniform Investment Adviser Law Examination
    2026-06-22
  • S63 Uniform Securities Agent State Law Examination
    2025-12-29

View on SEC IAPD

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