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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-07-12 |
Branch Locations
5550 Friendship Blvd, Chevy Chase, MD 20815 • United States
620 S Tryon St, Charlotte, NC 28255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chevy Chase | MD | 06/2011 | Present |
I*1483264For profit or not for profit: Name of outside business organization: Rental Property 1Investment related: NAddress of business: Cape Charles, Virginia, 23310, United StatesNature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 6/14/2022Number of hours devoted: 5 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: , I*2443278, Entity Type, Name of OBA: Renaissance @Logan Condo Association Address: WashingtonDistrict of Columbia20001 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 06/01/2025No Hours: 4 Yearly No Hours during trading: 0 Duties: Board member for the condo association that I reside and own a condo. Will meet on a quarterly basis to review the budget and improvements with other members. I*4903274, Entity Type: , Name of OBA: Rental Property - 13-Jul-26 - 1, Address: Cape Charles, Virginia, 23310, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee Start Date: 07/17/2026, No Hours: 4 Monthly, No Hours during Trading: 0 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-07 |
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