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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2019-01-24 |
| TX | RA | APPROVED_RES | 2011-07-26 |
| MD | RA | APPROVED | 2007-12-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Baltimore | MD | 08/2007 | Present |
| Bank Of America, N.A. | Baltimore | MD | 12/2009 | Present |
I*392933, Entity Type Charitable, Name of OBA: Mount Saint Joseph High School Address: Baltimore, MD 21229 Investment Related: Yes Position, Title, Association: Committee, Board Member Employee Start Date:10/01/2024 No Hours: 1 hr weekly No Hours during trading:0 Duties: Board Member for the school. Beginning term on July 1, 2017. Nature of role is to assist in fundraising for the school, as well as help overall leadership govern the strategy and direction of the school and school's mission. As of Sept 2024 I have also been asked to join the Investment committee that oversees the endowment management by a 3rd party. I*480027 Entity Type: For Profit Name of OBA: Fleetpro, Inc. Address: Halethorpe, MD 21227 Investment Related: No Position, Title, Association: Employee Start Date: 09/20/2020 Number of Hours: 10, Yearly Number of Hours during trading: 0 Duties: Family business / fleet maintenance I meet with company owners (brother and Father) on about semi annual basis to discuss strategy of the business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-21 |
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