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One James Center 901 East Cary Street, Suite 1100, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-21 |
| NC | RA | APPROVED | 2009-02-12 |
Branch Locations
628 Green Valley Road Suite 306, Greensboro, NC 27408-7730 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Patio Bar & Grill | Winston-Salem | NC | 05/1993 | Present |
| Merrill Lynch Pierce Fenner & Smith, Inc | Greensboro | NC | 03/1996 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greensboro | NC | 03/1996 | Present |
| Davenport & Company Llc. | Greensboro | NC | 02/2009 | Present |
MCLEANSVILLE TAX SERVICE - NON-INVESTMENT RELATED - 5700 MCLEANSVILLE RD, MCLEANSVILLE, NC - PART TIME HELPER - 11 TO 20 HOURS/MONTH DURING NON-BUSINESS HOURS - 0 HOURS DURING TRADING HOURS - DOES NOT GIVE TAX ADVICE, CLERICAL DUTIES ROTARY - NOT INVESTMENT RELATED - VOLUNTEER ORGANIZATION - 114 WILLOUGHBY PARK, HIGH POINT NC - TREASURER - 2/2/16 - 11 TO 20 HRS/MONTH DURING NON BUSINESS HOURS - 1 TO 5 HOURS/MONTH DURING TRADING HOURS - CREATE BUDGET AND TRACK MONEY FOR A CONFERENCE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-06 |
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