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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-28 |
| VA | RA | APPROVED | 2022-01-28 |
Branch Locations
919 East Main Street Suite 2000, Richmond, VA 23219-4622 • United States
Richmond, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scott & Stringfellow, Inc | Richmond | VA | 07/1999 | 02/2021 |
| Bb&T Securities, Llc | Richmond | VA | 01/2013 | 02/2021 |
| Truist Investment Services, Inc. | Richmond | VA | 02/2021 | 01/2022 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 01/2022 |
| Rbc Capital Markets, Llc | Richmond | VA | 01/2022 | Present |
| City National Bank | Richmond | VA | 05/2022 | Present |
CONSERVATION PARK OF VIRGINIA POSITION: treasurer NATURE: Treasurer, manage the Parks endowment fund and make recommendations to the board on the securities in the endowment. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: 5100 Charles City Rd., Charles City VA 23030 SECOND PRESBYTERIAN CHURCH POSITION: Trustee for Church's endowment Fund NATURE: I am a member of the board of trustees and help manage the endowment fund of our church. I am not the advisor on any of the church accounts. They are managed by another advisory firm on a discretionary basis. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2020 ADDRESS: 5 North Fifth St., Richmond VA 23219, United States DESCRIPTION: Participate in quarterly investment reviews with the Church's investment advisors.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-10 |
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