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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-02 |
| MD | RA | APPROVED | 2024-12-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suburban Club Of Baltimore | Pikesville | MD | 04/2022 | 12/2022 |
| J & T Seafood | Woodbine | MD | 05/2021 | 07/2021 |
| Chick Fil A | Clarksville | MD | 12/2017 | 06/2018 |
| Glenelg High School | Glenelg | MD | 01/2016 | 12/2020 |
| Towson University | Towson | MD | 01/2021 | 05/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Baltimore | MD | 11/2024 | Present |
| Wells Fargo Advisors | Baltimore | MD | 07/2023 | 10/2023 |
| Heirloom Wealth Advisors | Wilmington | DE | 07/2024 | 11/2024 |
| Waverly Woods Golf Club Llc | Marriottsville | MD | 07/2021 | 09/2021 |
| Walnut Springs Nursery Inc | Glenwood | MD | 04/2021 | 05/2021 |
| Bank Of America, N.A | Baltimore | MD | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-23 |
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