Omar A Anderson

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Hunt Valley, MD

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Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-06-02
MD	RA	APPROVED	2025-05-14

TX RA
APPROVED_RES

Since 2025-06-02
MD RA
APPROVED

Since 2025-05-14

Branch Locations

11333 Mccormick Rd Ci Client Services, Hunt Valley, MD 21031 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien Yes
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Hunt Valley	MD	12/2022	Present
Priority One Staffing/ Pdp-Ally Financial	Towson	MD	09/2022	12/2022
Levels Entertainment	Baltimore	MD	03/2021	09/2022
Levels One Personnel/ Mdta/ Ez Pass Md	Baltimore	MD	11/2016	03/2021
G4S Security/ Security 1 Solutions	Hunt Valley	MD	06/2013	11/2016

12/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Hunt Valley, MD
09/2022 → 12/2022

Priority One Staffing/ Pdp-Ally Financial

Towson, MD
03/2021 → 09/2022

Levels Entertainment

Baltimore, MD
11/2016 → 03/2021

Levels One Personnel/ Mdta/ Ez Pass Md

Baltimore, MD
06/2013 → 11/2016

G4S Security/ Security 1 Solutions

Hunt Valley, MD

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-02-18

S66 Uniform Combined State Law Examination

2025-02-18

Other Names

Omar Anthony Anderson

View on SEC IAPD

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BAY HARBOR WEALTH MANAGEMENT, LLC · HUNT VALLEY, MD

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GROFF WEALTH MANAGEMENT · HUNT VALLEY, MD

MONUMENTAL WEALTH, LLC · HUNT VALLEY, MD

BUSH RIVER TRUST, LLC · HUNT VALLEY, MD

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