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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-03-09 |
Branch Locations
11951 Freedom Dr, Reston, VA 20190 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Reston | VA | 10/2022 | Present |
| Bb&T (Branch Banking & Trust) | Berryville | VA | 07/2012 | 03/2019 |
| Fnb Bank | Romney | WV | 06/2019 | 10/2022 |
I*4261266, Entity Type: Entity Charitable, Name of OBA: Clarke County Historical Association , Address: Berryville, Virginia, 22611, Investment Related: N, Position, Title, Association: Board Member, Employee Start Date: 07/01/2026, No Hours: 20 Yearly, No Hours during Trading: 2 Yearly, Duties: Board Member, Preserve Clarke County history and offer educational events celebrating Virginia and Clarke County history. The organization also owns and operates an old working mill that offers grains for the community to support its ongoing operations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-17 |
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