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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-11-23 |
| TX | RA | APPROVED_RES | 2010-04-15 |
| MD | RA | APPROVED | 2010-04-12 |
Branch Locations
11810 Grand Park Ave, North Bethesda, MD 20852 • United States
Juno 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 | Rockville | MD | 04/2010 | Present |
| Bank Of America, N.A. | Rockville | MD | 01/2011 | Present |
I*1003324 For profit or not for profit: Entity Charitable Name of outside business organization: Congressional Country Club Foundation Investment related: N Address of business: Bethesda, Maryland, 20817 Nature of business: ["Charitable Organization"] Position, title, association: ["Director"], Start date of relationship: 4/1/2022 Number of hours devoted: 30 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , Review grant applications
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 1983-03-10 |
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