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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2024-07-01 |
| PA | RA | APPROVED | 2023-05-01 |
| TX | RA | APPROVED | 2023-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | York | PA | 10/2019 | Present |
| Mercedes-Benz Of Hunt Valley | Hunt Valley | MD | 06/2018 | 09/2019 |
| Vanguard Cleaning Systems Of Maryland | Sparks | MD | 01/2018 | 05/2018 |
| Laureate Education Inc. | Baltimore | MD | 03/2011 | 12/2017 |
| Bank Of America, N.A. | York | PA | 01/2023 | Present |
I*, 2117268 Entity Type: Entity For Profit Name of OBA: LLC Address: Aberdeen, MD 21001 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 01/06/2025 No Hours: 40hrs monthly No Hours during trading: 0 Duties: The entity will serve as a provider of HR Consulting services. My partner (wife) will be handling most of the content creating and consulting. I may help in operations and management. It will initially be operating from our place of residence.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-27 |
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