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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2002-06-12 |
| DC | RA | APPROVED | 2002-05-21 |
| TX | RA | APPROVED_RES | 2000-05-10 |
| VA | RA | APPROVED | 1987-09-11 |
Branch Locations
910 Princess Anne St, Fredericksburg, VA 22401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vienna | VA | 12/1982 | Present |
| #Ia Merrill Lynch, Pierce, Fenner & Smit | Washington | DC | 12/1982 | Present |
| Bank Of America, Na | Vienna | VA | 12/2009 | Present |
I*63706 For profit or not for profit: Non-Profit Organization Name of outside business organization: Trinity United Methodist Church Investment related: N Address of business: Alexandria, Virginia 22302 Nature of business: Charitable Organization, Compensation for Activity: N Position, title, association: Trustee, Start date of relationship: 2/17/2010 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Vice Chair Trustees Trinity United Methodist Church The Trustees oversee the property of the church I*63710 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: TRINITY UNITED METHODIST CHURCH INVESTMENT RELATED: N ADDRESS OF BUSINESS: ALEXANDRIA, VIRGINIA 22302 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 1/1/2008 NUMBER OF HOURS DEVOTED: 2 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: OVERSEE THE FINANCES OF THE CHURCH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 1983-03-04 |
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