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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-03-13 |
| MD | RA | APPROVED | 2017-01-11 |
Branch Locations
11333 Mccormick Rd, Hunt Valley, MD 21031 • United States
9000 Southside Blvd Global Human Resources- The Academy, Jacksonville, FL 32256 • United States
Baltimore, 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 | Baltimore | MD | 09/2016 | Present |
| Becton Dickinson | Cockeysville | MD | 08/2006 | 09/2016 |
| Bank Of America, N.A. | Baltimore | MD | 02/2017 | Present |
I*674243 For profit or not for profit: Not for Profit Name of outside business organization: Maryland SPCA Investment related: No Address of business: Baltimore, Maryland, 21211 Position, title, association: Board Member Start date of relationship: 1/23/2022 Number of hours devoted: 2 hours Monthly Number of hours devoted during trading hours: 0 Duties: I will be a part of the development committee which assists with finding donors for the organization. Phone calls, meetings and coordinating events. I*2533322 Entity Type: Charitable Name of OBA: Maryland SPCA Address: Baltimore, Maryland, 21211 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 01/01/2022 Number of Hours: 24, Monthly Number of Hours during trading: 0 Duties: I am a board member for the MDSPCA. The SPCA is an animal welfare organization. I am a part of the development committee which includes meeting with other board members to discuss the activities of the Maryland SPCA, contacting donors and discussing interest in supporting the SPCA for various events.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-10 |
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