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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2021-03-31 |
| FL | RA | APPROVED | 2020-11-09 |
| DC | RA | APPROVED | 2004-03-09 |
| VA | RA | APPROVED | 2002-11-15 |
| MD | RA | APPROVED | 1990-11-14 |
| TX | RA | APPROVED_RES | 1989-07-05 |
Branch Locations
100 International Dr, Baltimore, MD 21202 • United States
9128 Strada Pl, Naples, FL 34108 • United States
Naples, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Annapolis | MD | 01/1979 | Present |
| Bank Of America, N.A. | Baltimore | MD | 06/2011 | Present |
I*111099 For-Profit Organization Name of outside business organization: Hogan Development, LLC Investment related: Yes Address of business: Annapolis, Maryland 21401 Position, title, association: Limited Partner Start date of relationship: 12/15/2017 Number of hours devoted: 0 Number of hours devoted during trading hours: 0 Duties: I am a passive investor with a 10% ownership in a real estate land development deal. We expect a holding period of 3 - 4 years. I*3183293 Entity Type: HOA, Co-Op, Freehold Name of OBA: Banyon Island at Grey Oaks HOA, Inc. Address: Naples, Florida, 34105 Investment Related: No Position, Title, Association: Employee Start Date: 02/01/2026 Number of Hours: 10, Yearly Number of Hours during trading: 0 Duties: 26 home HOA. One of three person board to oversee landscaping
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 1981-07-02 |
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