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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-08-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank | Atlanta | VA | 02/2016 | 08/2021 |
| Suntrust Investment Services Inc | Atlanta | GA | 02/2016 | 08/2021 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 08/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Williamsburg | VA | 08/2021 | Present |
| Bank Of America, N.A. | Williamsburg | VA | 09/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 2007-01-11 |
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