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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2004-10-08 |
| VA | RA | APPROVED | 1999-10-26 |
Branch Locations
266 Mclaws Cir, Williamsburg, VA 23185 • United States
Urbanna, VA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Norfolk | VA | 03/1998 | Present |
| Bank Of America,N.A. | Williamsburg | VA | 06/2011 | Present |
I*2795264, Entity Type: , Name of OBA: MLPF& S CUST FPO G A R IRA FBO G A R, Address: Urbanna, Virginia, 23175, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 08/27/2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*3968265, Entity Type: , Name of OBA: J C R TTEE E W R TTEE U/A DTD 03/13/2009 , Address: Urbanna, Virginia, 23175, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 03/09/2026, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-11-20 |
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