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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-06-02 |
| VA | RA | APPROVED | 2021-06-02 |
Branch Locations
40 South Loudoun Street, Winchester, VA 22601-4720 • United States
Winchester, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Leesburg | VA | 04/2012 | 06/2021 |
| Bank Of America Na | Leesburg | VA | 08/2012 | 06/2021 |
| Rbc Capital Markets, Llc | Mclean | VA | 06/2021 | Present |
| City National Bank | Mclean | VA | 08/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 1988-09-08 |
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