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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2023-04-06 |
| TX | RA | APPROVED | 2023-01-23 |
Branch Locations
875 15Th St Nw Floor 10, Washington, DC 20005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vienna | VA | 01/2017 | 01/2023 |
| Enterprise Holdings Inc | Rockville | MD | 10/2010 | 11/2016 |
| Bank Of America Na | Vienna | VA | 01/2017 | 01/2023 |
| Jpmorgan Chase Bank Na | Washington | DC | 01/2023 | Present |
| Jpmorgan Securities Llc | Washington | DC | 01/2023 | Present |
| Unemployed | Occoquan | VA | 12/2016 | 12/2016 |
I*469778 For profit or not for profit: Entity Charitable Name of outside business organization: George Mason University Investment related: N Address of business: Fairfax, Virginia, 22030 Nature of business: ["School, College or University"] Position, title, association: ["Board Member"], Start date of relationship: 3/1/2019 Number of hours devoted: 5 hour(s) Weekly Number of hours devoted during trading hours: 5 Duties: , College/University To Serve as Board Member - Supporting Dept Chair
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-24 |
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