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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-03-29 |
| TX | RA | APPROVED_RES | 2023-03-23 |
Branch Locations
8010 Towers Crescent Drive 4Th Floor, Vienna, VA 22182 • United States
Oakton, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Investment Services | Atlanta | GA | 02/2016 | 03/2023 |
| Truist Bank | Atlanta | GA | 02/2016 | 03/2023 |
| Truist Advisory Services | Atlanta | GA | 08/2016 | 03/2023 |
| Rbc Capital Markets, Llc | Mclean | VA | 03/2023 | Present |
| City National Bank | Mclean | VA | 04/2023 | Present |
1) RESTON RAIDERS HOCKEY CLUB POSITION: Board member/LTP Director NATURE: Non-profit Youth Hockey Club INVESTMENT RELATED: No NUMBER OF HOURS: 45 SECURITIES TRADING HOURS: 0 START DATE: 06/07/2021 ADDRESS: , Reston VA , United States DESCRIPTION: Fiduciary oversight of the Hockey Club.Direct oversight and management of "Learn to Play Program" 2) Name of Entity: Reston Raiders Hockey Club Non-Investment related Address of entity: PO Box 3152 Reston VA 20195 Nature of OBA: Non profit youth hockey club Position/Title/Relationship: Board of Directors * Start Date: 06/01/21 Time devoted: 4 hours; 0 during securities trading hours Duties: Learn To Play Director and Head Coach.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 2008-01-17 |
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