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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 1999-10-22 |
| DC | RA | APPROVED | 1998-04-24 |
| MD | RA | APPROVED | 1998-03-17 |
| VA | RA | APPROVED | 1987-09-11 |
Branch Locations
8075 Leesburg Pike, Vienna, VA 22182 • United States
Bethesda, MD • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vienna | VA | 05/1985 | Present |
| #Ia Merrill Lynch, Pierce, Fenner & Smit | Washington | DC | 05/1985 | Present |
| Bank Of America, N.A. | Vienna | VA | 07/2011 | Present |
I*2659281, Entity Type, Name of OBA:G P TTEE J POPERA TTEE U/A DTD 12/27/2018 Address:BethesdaMaryland20817, Investment Related: NO,Position, Title, Association:Co-Trustee Employee Start Date:07/25/2025, No Hours:1 YEARLY, No Hours during trading:0 Duties: Co-Trustee for siblings. I*4525297 Entity Type: Entity For Profit Name of OBA: Apollo Compute, LLC Address: Bethesda, Maryland, 20817 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 05/11/2026 Number of Hours: 1, Monthly Number of Hours during trading: 0, Monthly Duties: The purchase and rental of data center servers. Owner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1985-08-23 |
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