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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-01-11 |
| TX | RA | APPROVED_RES | 2021-02-16 |
Branch Locations
1 Park Pl, Annapolis, MD 21401 • United States
1100-1800 American Blvd Ci Client Services, Pennington, NJ 08534 • United States
2024 Corporate Centre Dr, Myrtle Beach, SC 29577 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Target | Annapolis | MD | 10/2016 | 01/2018 |
| Fresh Coat Of Laurel | Laurel | MD | 04/2015 | 09/2016 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 03/2017 | 01/2018 |
| First Command Advisory Services, Inc | Fort Worth | TX | 01/2018 | 07/2018 |
| First Command Insurance Services, Inc | Fort Worth | TX | 01/2018 | 07/2018 |
| Axa Advisors, Llc | New York | NY | 09/2018 | 11/2019 |
| Mml Investors Services | Elkridge | MD | 02/2020 | 12/2020 |
| Mass Mutual Life Insurance Company | Elkridge | MD | 12/2019 | 12/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hunt Valley | MD | 01/2021 | Present |
| Bank Of America, Na | Hunt Valley | MD | 01/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-12 |
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