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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-14 |
| MD | RA | APPROVED | 2023-11-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Frederick | MD | 01/2023 | Present |
| Metro Grounds Management | Olney | MD | 12/2022 | 01/2023 |
| Beaver Creek Country Club | Hagerstown | MD | 09/2016 | 01/2023 |
| Yinglings Golf Center | Hagerstown | MD | 05/2021 | 09/2022 |
| Direct Mail Processors | Hagerstown | MD | 12/2017 | 04/2019 |
| Smithsburg High School | Smithsburg | MD | 08/2014 | 06/2018 |
| Hagerstown Community College | Hagerstown | MD | 08/2018 | 05/2020 |
| Towson University | Towson | MD | 08/2020 | 12/2022 |
For profit or not for profit: For profit Name of outside business organization: Beaver Creek Country Club Investment related: No Address of business:Hagerstown, MD 21740 Nature of business: Golf Course Compensation for Activity (Yes/No only): No Position, title, associationPartial owner (0.5%) Start date of relationship: 6/1/2022 Number of hours devoted: 1 hour Number of hours devoted during trading hours: 0 hours Duties: Attend yearly meeting I*1167262 For profit or not for profit: Entity For Profit Name of outside business organization: Metro Grounds Management Investment related: N Address of business: Olney, MD, Maryland, 20832, United States Nature of business: ["Limited Liability Company"] Position, title, association: ["Consultant/Independent Contractor"], Start date of relationship: 12/1/2022 Number of hours devoted: 50 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , Metro Grounds Management is a landscaping company that also provides snow removal and salting services and if I get called in to help with snow removal/salting outside of my hours at Merrill Lynch, I plan on helping them out for extra income. I drive a tr
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-03 |
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