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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-05-31 |
| TX | RA | APPROVED_RES | 1993-12-20 |
| MD | RA | APPROVED | 1990-11-14 |
Branch Locations
901 Dulaney Valley Rd, Towson, MD 21204 • United States
Delray Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Towson | MD | 08/1982 | Present |
| Bank Of America, N.A. | Towson | MD | 06/2011 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 1982-11-10 |
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