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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-10-29 |
| TX | RA | APPROVED | 2024-10-29 |
Branch Locations
595 Ritchie Hwy, Severna Park, MD 21146 • United States
1163 State Route 3 N, Gambrills, MD 21054 • United States
2307 A Forest Drive, Annapolis, MD 21401 • United States
3062 Solomons Island Rd, Edgewater, MD 21037 • United States
920 Bay Ridge Rd, Annapolis, MD 21403 • 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 | 04/2018 | 10/2019 |
| Severn Inn | Annapolis | MD | 03/2013 | 10/2017 |
| Oregon Grille | Hunt Valley | MD | 07/2016 | 09/2016 |
| Subaru | Annapolis | MD | 01/2018 | 02/2018 |
| Vida Taco Bar | Severna Park | MD | 08/2017 | 03/2018 |
| Bank Of America, N.A. | Hunt Valley | MD | 04/2018 | 10/2019 |
| Wells Fargo Clearing Services, Llc | Annapolis | MD | 10/2019 | 10/2024 |
| J.P. Morgan Securities Llc | Annapolis | MD | 10/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Annapolis | MD | 10/2024 | Present |
| Wells Fargo Bank Na | Annapolis | MD | 10/2019 | 10/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-20 |
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