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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-02-01 |
| VA | RA | APPROVED | 2013-02-01 |
Branch Locations
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 | 01/2013 | Present |
| Bank Of America, N.A. | Norfolk | VA | 03/2013 | Present |
I*111346 For profit or not for profit: Non-Profit Organization Name of outside business organization: Hampton Roads Financial Planning Association Investment related: N Address of business: Virginia Beach, Virginia 23471 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 3/1/2018 Number of hours devoted: 4 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: President. Help run the monthly meetings.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-09 |
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