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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-07-06 |
Branch Locations
7600 Wisconsin Ave 5Th Fl [Kw-Rbo], Bethesda, MD 20814 • United States
8830 Stanford Blvd 3Rd Fl [M3-Rbo], Columbia, MD 21045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hunt Valley | MD | 08/2013 | 07/2017 |
| Bank Of America | Columbia | MD | 08/2013 | 07/2017 |
| Charles Schwab & Co., Inc | Gaithersburg | MD | 08/2017 | 11/2019 |
| Charles Schwab Bank | Gaithersburg | MD | 08/2017 | 11/2019 |
| Jp Morgan Securities, Llc | Washington | DC | 12/2019 | 07/2026 |
| Jp Morgan Chase Bank, N.A. | Washington | DC | 12/2019 | 07/2026 |
| Wells Fargo Clearing Services, Llc | Columbia | MD | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-09 |
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