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955 West Main Street, Abingdon, VA 24210-2427 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2020-12-07 |
Branch Locations
955 West Main Street, Abingdon, VA 24210-2427 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith | Charlottesville | VA | 07/2000 | 12/2020 |
| Bank Of America,Na | Charlottesville | VA | 12/2009 | 12/2020 |
| Concord Wealth Partners | Abingdon | VA | 12/2020 | Present |
I*113819 For profit or not for profit: For-Profit Organization Name of outside business organization: None Investment related: N Address of business: Crozet, Virginia Nature of business: Family Business, Compensation for Activity: Y Position, title, association: Family Held, Start date of relationship: 5/1/2018 Number of hours devoted: 10 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: My family is taking on a marketing project (as a teaching lesson for our children). We'd serve as brand ambassadors (salesmen) for baseball bats, batting gloves, apparel.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-09-28 |
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