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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-26 |
| MD | RA | APPROVED | 2021-09-17 |
| DC | RA | APPROVED | 2019-09-04 |
| TX | RA | APPROVED | 2019-08-29 |
Branch Locations
7600 Wisconsin Ave Ste 900, Bethesda, MD 20814 • United States
2 disclosure categories 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 | Washington | DC | 03/1976 | 08/2019 |
| Bank Of America, Na | Washington | DC | 12/2009 | 08/2019 |
| Wells Fargo Clearing Services Llc | Washington | DC | 08/2019 | Present |
NW WASHINGTON DC KIWANIS, INVT RELATED, SILVER SPRING, MD, TREASURER, START DATE 10/15/2024, 2 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS, DISCUSSING SECRETARY AND TREASURER'S REPORT, OLD AND NEW BUSINESS, PROVIDING REPORT OF DUES RECEIVED, BILLS PAID AND ALL FUNDRAISING PROCEEDS COLLECTED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 1981-03-19 |
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