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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-01-22 |
| MD | RA | APPROVED | 1998-08-26 |
Branch Locations
901 Dulaney Valley Rd, Towson, MD 21204 • United States
St Michaels, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Westminster | MD | 11/1997 | Present |
| Bank Of America, Na | Towson | MD | 12/2009 | Present |
I*127692 For profit or not for profit: Non-Profit Organization Name of outside business organization: The Bryan & Anne Carney Family Foundation Investment related: Y Address of business: Baltimore, Maryland 21212 Nature of business: Charitable Organization, Position, title, association: Director, Start date of relationship: 11/1/2019 Number of hours devoted: 3 hour(s) Annually Number of hours devoted during trading hours: 1 Duties: my wife and i are creating a small foundation to benefit health care, education and the arts. I*877333 For profit or not for profit: Entity For Profit Name of outside business organization: Long Haul LLC Investment related: N Address of business: St. Michaels, Maryland, 21663 Nature of business: ["Limited Liability Company"] Position, title, association: ["Other"], Start date of relationship: 6/15/2022 Number of hours devoted: 0 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: other, Long Haul LLC is a guest cottage and dock on family property that will receive modest rental income. My wife Anne is the single member owner of the LLC. The property is located in St Michaels Md.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 1987-08-10 |
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