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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-09-24 |
| VA | RA | APPROVED | 2010-06-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Virginia Beach | VA | 03/2010 | Present |
| Bank Of America, N.A. | Virginia Beach | VA | 07/2010 | Present |
I*133802For profit or not for profit: For-Profit OrganizationName of outside business organization: Harbor Group Management InternationalInvestment related: NAddress of business:Norfolk, Virginia 23510Nature of business: Corporation,Position, title, association: Other, Beneficiary of inv. property rent distributionsStart date of relationship: 6/6/2020Number of hours devoted: 0 hour(s) AnnuallyNumber of hours devoted during trading hours: 0Duties: I received shares of commercial properties from the distribution of a trust my mother set up for me 40 years ago and I recently turned 51 and these shares are supposed to be distributed to me outright,I* 1612274For profit or not for profit: Name of outside business organization: City of Virginia BeachInvestment related: noAddress of business: Virginia Beach, VA 23451 Position, title, association: Consultant/Independent Contractor Start date of relationship: 01/01/2024Number of hours devoted: 4 weeklyNumber of hours devoted during trading hours:0 Duties: First responder trainer
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-01 |
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