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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2022-10-04 |
| TX | RA | APPROVED | 2019-02-15 |
| VA | RA | APPROVED | 2019-02-15 |
Branch Locations
Wells Fargo Center/ 440 Monticello Avenue Suite 2000, Norfolk, VA 23510 • United States
Norfolk, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated (7691) | Norfolk | VA | 05/2009 | 02/2019 |
| Bank Of America, N.A. | Norfolk | VA | 06/2011 | 02/2019 |
| Ubs Financial Services | Norfolk | VA | 02/2019 | Present |
CILENTO FAMILY IRREVOCABLE LIFE INSURANCE TRUST; MAMARONECK, NY 10543; INVESTMENT RLT'D - YES, HRS DEVOTED TO ACTIVITY - 5, HRS DURING TRADING - 3, DATE ACTIVITY BEGAN 05/01/12, POSITION - TRUSTEE, THIS IS AN IRREVOCABLE TRUST SET UP BY MY UNCLE AND AUNT. THEY HAD NO OTHER VIABLE OPTIONS FOR A TRUSTEE SO THEY REQUESTED THAT I FILL THE ROLE. /// FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION; ROTARY CLUB OF NORFOLK; INVESTMENT RELATED: N; ADDRESS OF BUSINESS:NORFOLK, VIRGINIA 23510; NATURE OF BUSINESS: CHARITABLE ORGANIZATION; START DATE OF RELATIONSHIP: 07/01/2013; NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 5; DUTIES: IT IS A SERVICE CLUB. I ATTEND WEEKLY LUNCHES AND GET INVOLVED IN VARIOUS SERVICE PROJECTS /// FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION; LEE'S FRIENDS HELPING PEOPLE LIVE WITH CANCER; INVESTMENT RELATED: N; ADDRESS OF BUSINESS: NORFOLK, VIRGINIA 23505; NATURE OF BUSINESS: CHARITABLE ORGANIZATION; POSITION, TITLE, ASSOCIATION: DIRECTOR; START DATE: 7/1/2006; NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 5; DUTIES: I AM RESUBMITTING WITH AN ADDITION. I WAS PREVIOUSLY APPROVED FOR BOARD MEMBERSHIP AND THE FINANCE COMMITTEE. I HAVE NOW BEEN ASKED TO BECOME THE VP/PRES.ELECT FOR 2 YEARS EFFECTIVE 7/1/2015 WHICH WILL LEAD TO BECOMING PRESIDENT ON 7/1/2017 FOR 2YR /// Lee's Friends: Helping People Live with Cancer 7400 Hampton Boulevard, Room 201 Norfolk, VA 23505 Charity/ Charity Supports cancer patients and their families; Member of Board of Directors; Start Date 11/1/2005 /// The Barnett-Searing National Cancer Foundation 9690 Deereco Road, Ste 650 Timonium,MD 21093 / Charity/ Charity supports cancer patients and their families.Member of Board of directors /// Rotary Club of Norfolk / 414 Bute Street Norfolk,VA 23510 / Charity/ Other Community Service including early childhood education / Community service club / Member of a committee representing the interests of any third party / Committee member for major annual fundraiser / Start Date 11/1/2018 /// Dickson and Searing, LLC / United States / Chesapeake, VA 23322 / Company / Real Estate / Investment in rental real estate properties / I will be 50% owner of this company and will be involved in decisions related to the purchase and sale of real estate owned by the company. / Receive Compensation?: YES / Investment in Company?: YES; 50 % / Start Date 3/23/2020 /// J.L.S. Revocable Trust / Virginia Beach / Co Trustee for my mothers' revocable trust / Co trustee for my mothers' revocable trust / 3/1/2022 /// J.T. and J.L. Revocable Trust / Virginia Beach / Co Trustee for my parents' revocable trust / Co trustee for my parents' revocable trust / 03/01/2022 /// Dickson & Searing Two, LLC / NorfolkVA23508 /Real Estate / Investment in real estate / I will be 50% owner of this company and will be involved in decisions related to the purchase and sale of real estate owned by the company. / Proprietor / owner / Start Date: 4/1/2022 /// COVA Company, LLC / NorfolkVA23508 / Investment in rental real estate properties / I will be 50% owner of this company and will be involved in decisions related to the purchase and sale of real estate owned by the company. / Start Date: 5/1/2021 /// J.T. and J.L.S. Estate Executor in Wills; Virginia Beach 23451; Estate Executor for my parents; 3/1/2022 /// POA for J.T. and J.L.S.; Virginia Beach 23451; POA; POA for my Parents; 3/1/2022. A.S. Revocable Trust, My Aunt became a widow recently. She will be creating new estate planning documents and asked me to be the successor trustee for her revocable trust upon her death or incapacity, Successor trustee for a revocable trust upon death or incapacity, start adte-11/1/2023, NY United States10577. C.C. Revocable Trust, Living Trust, Successor Trustee upon death of the grantor, Temporary position until another trustee is appointed, start date-6/1/2023, CT United States-06897.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1997-08-14 |
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