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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-02-22 |
| VA | RA | APPROVED | 2019-02-20 |
Branch Locations
8075 Leesburg Pike, Vienna, VA 22182 • United States
1111 E Main St, Richmond, VA 23219 • United States
Mechanicsville, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services,Inc. | Atlanta | GA | 02/2008 | 08/2017 |
| Suntrust Advisory Services, Inc | Atlanta | GA | 09/2016 | 02/2019 |
| Suntrust Investment Services, Inc | Atlanta | GA | 08/2017 | 02/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Richmond | VA | 02/2019 | Present |
I*2215324, Entity Type: , Name of OBA: J K, Address: Mechanicsville , Virginia, 23111, Investment Related: N, Position, Title, Association: Administrator, Employee State Date: 03-Mar-2025, No Hours: 2 Weekly, No Hours during Trading: 0 Weekly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-02 |
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