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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2007-03-20 |
| MD | RA | APPROVED | 1990-11-14 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Frederick | MD | 07/1984 | Present |
| Bank Of America, N.A. | Frederick | MD | 12/2009 | Present |
I*902256 For profit or not for profit: Name of outside business organization: North Point Condo HOA Investment related: N Address of business: Ocean City, Maryland Nature of business: ["HOA, Co-op, Freehold"] Position, title, association: ["Board Member"], Start date of relationship: 1/1/2022 Number of hours devoted: 12 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , President of the HOA for beach condo. 9 units / Hold annual meetings / back up to account I*2222263, Entity Type: , Name of OBA: D R W TOD BENEFICIARIES ON FILE , Address: Coatesville, Pennsylvania, 19320, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 28-Feb-2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-05-28 |
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