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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-10 |
| VA | RA | APPROVED | 2025-01-10 |
Branch Locations
1021 E. Cary Street Suite 1000, Richmond, VA 23219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Richmond | VA | 08/2006 | 03/2018 |
| Bank Of America, N.A. | Richmond | VI | 12/2009 | 03/2018 |
| Raymond James & Associates, Inc | Richmond | VA | 03/2018 | 01/2025 |
| Janney Montgomery Scott Llc | Richmond | VA | 01/2025 | Present |
Richmond Little League, Richmond, VA. Board Member (10/2022) - assist with securing sponsorship and organizing Japan Baseball Exchange Program. Not compensated, not investment related, 4 hours/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-11 |
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