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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2006-02-28 |
| VA | RA | APPROVED | 2000-03-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Norfolk | VA | 09/1999 | Present |
| Bank Of America, N.A. | Norfolk | VA | 12/2009 | Present |
I*135891For profit or not for profit: Non-Profit OrganizationName of outside business organization: Williamsburg Community FoundationInvestment related: NAddress of business:Williamsburg, Virginia 23187Nature of business: Other,Community Public FoundationPosition, title, association: Trustee, Start date of relationship: 2/15/2021Number of hours devoted: 4 hour(s) QuarterlyNumber of hours devoted during trading hours: 0Duties: Community foundation to support the community of Williamsburg in areas of need. These include education, huger, shelter, and arts, culture and health. I*5086268 Entity Type: Entity For Profit Name of OBA: ReservationX, LLC Address: Williamsburg, Virginia, 23185 Investment Related: No Position, Title, Association: Owner Employee Start Date: 07/24/2026 Number of Hours: 3, Weekly Number of Hours during trading: 0, Weekly Duties: Hospitality and Reservation Platform Founder and putting together the service model and tech platform
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-13 |
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