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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-03-05 |
| TX | RA | APPROVED | 2023-02-02 |
| VA | RA | APPROVED | 2022-09-15 |
Branch Locations
948 Laskin Rd Ste 300, Virginia Beach, VA 23451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Norfolk | VA | 05/1996 | 09/2022 |
| Bank Of America, N.A. | Norfolk | VA | 09/2009 | 09/2022 |
| Truist Investment Services, Inc. | Norfolk | VA | 09/2022 | Present |
| Truist Advisory Services, Inc. | Norfolk | VA | 09/2022 | Present |
SALVATION ARMY OF THE VIRGINIA PENINSULA POSITION: Chairwoman NATURE: Salvation Army of the Virginia Peninsula non-profit services to the community. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 2 START DATE: 03/01/2022 ADDRESS: Hampton VA, United States DESCRIPTION: Preside over Advisory Board Meetings and attend various Advisory Board committee meetings.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-21 |
| S65 | Uniform Investment Adviser Law Examination | 2000-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-15 |
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