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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-02 |
| VA | RA | APPROVED | 2024-12-18 |
Branch Locations
910 Princess Anne St, Fredericksburg, VA 22401 • 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 |
|---|---|---|---|---|
| Mb Sports | Fredericksburg | VA | 06/1998 | 07/2023 |
| Thrivent Investment Management Inc | Minneapolis | MN | 02/2024 | 10/2024 |
| Self Employed | Fredericksburg | VA | 08/2023 | 01/2024 |
| Thrivent Financial | Appleton | WI | 08/2024 | 10/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fredericksburg | VA | 10/2024 | Present |
| New York Life | Vienna | VA | 07/2023 | 01/2024 |
| Bank Of America, N.A. | Fredericksburg | VA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-05 |
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