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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-09-22 |
| TX | RA | APPROVED_RES | 2025-09-18 |
Branch Locations
8010 Towers Crescent Drive 4Th Floor, Vienna, VA 22182 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities | Reston | VA | 01/2016 | 02/2021 |
| Truist Investment Services, Inc. | Reston | VA | 02/2021 | 09/2025 |
| Truist Advisory Services, Inc. | Reston | VA | 02/2021 | 09/2025 |
| Rbc Capital Markets, Llc | Vienna | VA | 09/2025 | Present |
| City National Bank | Vienna | VA | 10/2025 | Present |
NAME OF ENTITY: Scandic Health Llc ADDRESS: 11710 Plaza America Drive suite 20000 Reston VA 20190 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Private Company START DATE: 08/09/2015 CAPACITY: Partner, Officer DUTIES: Spouses company where we license copywrite music and video content to "Musi cure Music as Medicine" to healthcare facilities in North America. HOURS DEVOTED PER MONTH: 0 - 4 Hours HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 - 4 Hours WOLFTRAP FOUNDATION POSITION: Board Member NATURE: Philanthropic, 501c3 Foundation for Wolf Trap preforming Arts INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 3 START DATE: 02/21/2021 ADDRESS: , Vienna VA , United States DESCRIPTION: Attendance of Board Meetings 2 times per year, volunteering in community events, fund raising activities , and member ofthe Marketing Committee.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-23 |
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