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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-02-14
MD RA APPROVED 2025-02-01
  • TX RA
    APPROVED
    Since 2025-02-14
  • MD RA
    APPROVED
    Since 2025-02-01

Branch Locations

11810 Grand Park Ave, North Bethesda, MD 20852 • United States

One Bryant Park, New York, NY 10036 • UNITED STATES

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rockspring Contracting Kensington MD 06/2021 12/2021
Rapid Finance Bethesda MD 01/2022 04/2023
Retired Or Never Worked Temple Hills Md MD 12/2012 11/2021
Unemployed Temple Hills Md MD 03/2023 06/2023
Northwestern Mutual Life Insurance Company Milwaukee WI 07/2023 08/2024
Northwestern Mutual Investment Services Llc Washington DC 08/2023 08/2024
Northwestern Mutual Wealth Management Company Milwaukee WI 11/2023 08/2024
Financial Growth Partners Reston VA 09/2024 10/2024
Guardian Life Insurance Reston VA 09/2024 10/2024
Park Avenue Securities Reston VA 09/2024 10/2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated North Bethesda MD 11/2024 Present
University Of Maryland College Park MD 05/2016 12/2020
Bank Of America, N.A. North Bethesda MD 01/2025 Present
  • 06/2021 → 12/2021
    Rockspring Contracting
    Kensington, MD
  • 01/2022 → 04/2023
    Rapid Finance
    Bethesda, MD
  • 12/2012 → 11/2021
    Retired Or Never Worked
    Temple Hills Md, MD
  • 03/2023 → 06/2023
    Unemployed
    Temple Hills Md, MD
  • 07/2023 → 08/2024
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 08/2023 → 08/2024
    Northwestern Mutual Investment Services Llc
    Washington, DC
  • 11/2023 → 08/2024
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 09/2024 → 10/2024
    Financial Growth Partners
    Reston, VA
  • 09/2024 → 10/2024
    Guardian Life Insurance
    Reston, VA
  • 09/2024 → 10/2024
    Park Avenue Securities
    Reston, VA
  • 11/2024 → Present
    North Bethesda, MD
  • 05/2016 → 12/2020
    University Of Maryland
    College Park, MD
  • 01/2025 → Present
    Bank Of America, N.A.
    North Bethesda, MD
Other Businesses

I*2626269, Entity Type: , Name of OBA: DeMatha Catholic High School , Address: Hyattsville , Maryland, 20781, Investment Related: N, Position, Title, Association: Other, Employee State Date: 08/02/2025, No Hours: 8 Weekly, No Hours during Trading: 0 Weekly, Duties: present for practice and games Coaching high school football

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-30
S63 Uniform Securities Agent State Law Examination 2023-10-09
  • S66 Uniform Combined State Law Examination
    2025-01-30
  • S63 Uniform Securities Agent State Law Examination
    2023-10-09
Other Names
  • Lorenzo Harrison
  • Lo Harrison
  • Lorenzo Harrison

View on SEC IAPD

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