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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-01-02 |
| VA | RA | APPROVED | 2013-07-10 |
Branch Locations
650 Peter Jefferson Pkwy, Charlottesville, VA 22911 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlottesville | VA | 04/2013 | Present |
| Bank Of America, N.A. | Charlottesville | VA | 10/2013 | Present |
I*1032398, Entity Type: Entity Not For Profit, Name of OBA: Virginia Tech Alumni Association Charlottesville Chapter, Address: Zion Crossroads, Virginia 22942, Investment Related: N, Position, Title, Association: Officer, Employee Start Date: 10/12/2022, No Hours: 4, No Hours during trading: 0, Duties: Local chapter has a check book from the UVA Credit Union used for depositing donations for it's annual scholarship award and an occasional expense. Last check was written January 24,2019. I*2206268, Entity Type: , Name of OBA: MR M J H EXEC EST OF J T H, Address: Manassas, Virginia, 20110, Investment Related: N, Position, Title, Association: Executor, Employee State Date: 18-Feb-2025, No Hours: 30 Weekly, No Hours during Trading: 0 Weekly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-13 |
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