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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-06-13 |
| VA | RA | APPROVED | 2016-06-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lynchburg | VA | 06/2016 | Present |
| Bank Of America, N.A. | Lynchburg | VA | 07/2016 | Present |
I*2942282, Entity Type: , Name of OBA: Rental Property 1, Address: Appomattox, Virginia, 24522, Investment Related: N, Position, Title, Association: Sole owner, Employee State Date: 11/01/2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 2008-03-18 |
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