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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-10-03
VA RA APPROVED 2024-09-19
  • TX RA
    APPROVED
    Since 2024-10-03
  • VA RA
    APPROVED
    Since 2024-09-19

Branch Locations

8075 Leesburg Pike, Vienna, VA 22182 • 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
Lpl Financial Llc Reston VA 12/2022 08/2024
Navy Federal Credit Union Fiarfax VA 04/2016 09/2022
Full Time Education Chantilly VA 10/2021 11/2021
George Mason University Fairfax VA 10/2022 11/2022
Private Advisor Group, Llc Morristown NJ 03/2024 08/2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated Vienna VA 08/2024 Present
Bank Of America, N.A. Vienna VA 10/2024 Present
  • 12/2022 → 08/2024
    Lpl Financial Llc
    Reston, VA
  • 04/2016 → 09/2022
    Navy Federal Credit Union
    Fiarfax, VA
  • 10/2021 → 11/2021
    Full Time Education
    Chantilly, VA
  • 10/2022 → 11/2022
    George Mason University
    Fairfax, VA
  • 03/2024 → 08/2024
    Morristown, NJ
  • 08/2024 → Present
    Vienna, VA
  • 10/2024 → Present
    Bank Of America, N.A.
    Vienna, VA
Previous Registrations
Other Businesses

I*3755396 Entity Type: Entity Charitable Name of OBA: Women's Caucus of Art Address: Canal Street Station, New York, 10013 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 03/28/2026 Number of Hours: 4, Monthly Number of Hours during trading: 0, Monthly Duties: The purpose is to create community through art, education and social activism. It is a national organization for women in the arts. WCA/DC is a local chapter (DC, Maryland and Virginia) of the national Women Caucus for Arts. As a Board Member, I will work with the governance of the organization and support their programs which include group tours and museum exhibition, news letter and community outreach. This is for a Board Member at large.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-01
  • S66 Uniform Combined State Law Examination
    2024-03-01

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