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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2008-01-03 |
| DC | RA | APPROVED | 2000-04-12 |
| MD | RA | APPROVED | 2000-03-13 |
| VA | RA | APPROVED | 2000-03-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith, Inc. | Vienna | VA | 01/2000 | Present |
| Bank Of America,N.A. | Vienna | VA | 06/2011 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 1987-10-08 |
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