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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-06-20 |
| VA | RA | APPROVED | 2020-12-02 |
| DC | RA | APPROVED | 1996-01-18 |
| TX | RA | APPROVED_RES | 1994-07-05 |
Branch Locations
1800 K St Nw, Washington, DC 20006 • United States
Arlington, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 05/1983 | Present |
| Bank Of America, Na | Washington | DC | 12/2009 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 1985-04-11 |
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