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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_RES 2017-11-15
MD RA APPROVED 2017-11-06
  • TX RA
    APPROVED_RES
    Since 2017-11-15
  • MD RA
    APPROVED
    Since 2017-11-06

Branch Locations

11333 Mccormick Rd, Hunt Valley, MD 21031 • 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
Rentals Ocean City MD 01/2000 Present
New York Life Insurance Co Timonium MD 07/2012 03/2017
Nylife Securities, Llc Timonium MD 08/2012 03/2017
Eagle Strategies Llc Timonium MD 08/2013 03/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 10/2017 Present
Unemployed Timonium MD 03/2017 09/2017
Bank Of America, N.A. Hunt Valley MD 08/2023 Present
  • 01/2000 → Present
    Rentals
    Ocean City, MD
  • 07/2012 → 03/2017
    New York Life Insurance Co
    Timonium, MD
  • 08/2012 → 03/2017
    Nylife Securities, Llc
    Timonium, MD
  • 08/2013 → 03/2017
    Timonium, MD
  • 10/2017 → Present
    Hunt Valley, MD
  • 03/2017 → 09/2017
    Unemployed
    Timonium, MD
  • 08/2023 → Present
    Bank Of America, N.A.
    Hunt Valley, MD
Previous Registrations
Other Businesses

[EBAY - BEBE'S STORE; ITEMS ON EBAY TO SELL ; 1121 RYEGATE ROAD TOWSON, MD 21286; Start Date 11/2015; Role/Title: Owner; Not Investment Related; 20 hours per month; 5 hours per month during securities trading hours] I*5489 Name of outside business organization: JAMESTOWN Address of business: OCEAN CITY, Maryland, 21842 Nature of business: N Start date of relationship: 10/1/2003 Number of hours devoted: 1 hour(s) Number of hours devoted during trading hours: 0 I*5490 Name of outside business organization: BLUE MARLIN Address of business: OCEAN CITY, Maryland, 21842 Nature of business: N Start date of relationship: 10/1/2000 Number of hours devoted: 2 hour(s) Number of hours devoted during trading hours: 0 I*6796 For profit or not for profit: Name of outside business organization: SURF COURT VILLAS Investment related: Address of business: HILTON HEAD ISLAND, South Carolina 29928 Nature of business: , Position, title, association: , Start date of relationship: 8/6/2018 Number of hours devoted: 1 hour(s) Number of hours devoted during trading hours: 0 Duties: I*372864 , Entity Type,For Profit Name of OBA:D.P Address: TOWSON,Maryland,21286 Investment Related:no Position, Title, Association: Owner,Com Employee Start Date:10/03/2016 No Hours: 4 monthly No Hours during trading: 0 Duties:I SELL HOUSEHOLD ITEMS ON EBAY, SHOES, AND COLLECTIBLES, NOTHING FINANCIAL RELATED.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-07-16
S63 Uniform Securities Agent State Law Examination 1992-10-30
  • S65 Uniform Investment Adviser Law Examination
    1996-07-16
  • S63 Uniform Securities Agent State Law Examination
    1992-10-30
Other Names
  • Debbie Press
  • Debra Ann Press

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