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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 1993-04-30 |
| MD | RA | APPROVED | 1990-11-14 |
Branch Locations
901 Dulaney Valley Rd, Towson, MD 21204 • United States
Fork, MD • United States
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 | Towson | MD | 12/1985 | Present |
| Bank Of America, N.A. | Towson | MD | 11/2009 | Present |
I*93573FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: BALTIMORE CENTER STAGE (BCS)INVESTMENT RELATED: YADDRESS OF BUSINESS: BALTIMORE, MARYLAND 21202NATURE OF BUSINESS: CHARITABLE ORGANIZATION,POSITION, TITLE, ASSOCIATION: START DATE OF RELATIONSHIP: 07/01/2016NUMBER OF HOURS DEVOTED: 8 HOUR(S) QUARTERLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 8DUTIES: SUPPORT THE MISSION OF THEATER AND REPRESENT BANK OF AMERICA IN THE PERFORMING ARTS COMMUNITY. BY SUPPORTING THE MISSION OF THE PREMIER THEATER IN MARYLAND, I ADVANCE THE CAUSE OF THE PERFORMING ARTS TO CHANGE LIVES FOR THE BETTER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 1986-03-13 |
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