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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-01-22 |
| TX | RA | APPROVED_RES | 2022-02-24 |
| DC | RA | APPROVED | 2020-12-03 |
| MD | RA | APPROVED | 2011-10-13 |
Branch Locations
7501 Wisconsin Ave Wk North, Md, Bethesda, MD 20814 • United States
11810 Grand Park Ave, North Bethesda, MD 20852 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bethesda | MD | 09/2011 | Present |
| Bank Of America, N.A. | Bethesda | MD | 02/2012 | Present |
I*8557 For profit or not for profit: Name of outside business organization: Rental property Investment related: Address of business: Baltimore, Maryland 21230 Nature of business: , Position, title, association: , Start date of relationship: 9/1/2019 Number of hours devoted: 2 hour(s) Number of hours devoted during trading hours: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-06 |
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