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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-12 |
| MD | RA | APPROVED | 2024-10-09 |
Branch Locations
11810 Grand Park Ave, North Bethesda, MD 20852 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Mclean | VA | 11/2022 | 09/2024 |
| Mcwilliams Ballard | Alexandria | VA | 02/2016 | 12/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | North Bethesda | MD | 09/2024 | Present |
| Bank Of America, N.A. | North Bethesda | MD | 10/2024 | Present |
I*2021273, Entity Type, Name of OBA: Elegant Forever Bridal Boutique Address: Frederick, MD 21704 Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 10/31/2024 No Hours: 1 No Hours during trading: 0 Duties: Local Bridal Boutique in Frederick Maryland that is owned by my sister, L. H. L.. My role would be as a social media consultant to help drive traffic to the website. I*2215260, Entity Type: For Profit, Name of OBA: TURO, Address: ADAMSTOWN, Maryland, 21710, Investment Related: No, Position, Title, Association: Other, Employee State Date: 03/10/2025, No Hours: 0 Weekly, No Hours during Trading: 0 Weekly, Duties: CAR SHARING MARKETPLACE WHERE YOU CAN LIST YOUR PERSONAL VEHICLE TO BE RENTED AND BE USED BY CUSTOMERS OF THE CAR SHARING MARKETPLACE. MY PERSONAL VEHICLE WILL BE LISTED ON THE TURO ONLINE PLATFORM AND I WILL RECEIVE COMPENSATION FROM RENTERS WHO USE THE CAR. NO OTHER RESPONSIBILITIES ARE EXPECTED FROM ME. I*: 2430283 Entity Type: For profit Name of OBA: JML Inc. Address: Adamstown, MD 21710 Investment Related: No Position, Title, Association: owner Employee Start Date: 06/21/2005 Number of Hours: 12 hrs annually Number of Hours during trading: 0 Duties: Acquire, sell or lease real estate properties for personal purposes only.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-28 |
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