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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-11-14 |
| VA | RA | APPROVED | 2000-03-10 |
Branch Locations
208 Golden Oak Ct, Virginia Beach, VA 23452 • United States
Virginia Beach, 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 | 11/1999 | Present |
| Bank Of America,N.A. | Virginia Beach | VA | 06/2011 | Present |
I*: 2196271 Entity Type: Charitable Name of OBA: Tidewater Arts Outreach Address: Norfolk, VA 23517 Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 03/01/2025 Number of Hours: 6 hrs mthly Number of Hours during trading: 0 Duties: The Mission is to Bring joy to older adults and those living in Isolating circumstances and enhance their well-being through creative engagement with the arts. Responsibilities include artistic participation, Music. Also, A request has been made not to be compensated or to have any compensation returned to the organization directly. Depending on the organizations book keeping standards, this will be adhered to.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-03-04 |
| S66 | Uniform Combined State Law Examination | 2000-03-07 |
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