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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-02-27 |
| TX | RA | APPROVED_RES | 2023-02-22 |
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 |
|---|---|---|---|---|
| Tiaa | Norfolk | VA | 11/2015 | 02/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Norfolk | VA | 11/2015 | 02/2020 |
| Unemployed | Virginia Beach | VA | 03/2020 | 12/2020 |
| Pravite Advisor Group, Llc | Morristown | NJ | 12/2020 | 01/2022 |
| Oppenheimer & Co., Inc | Virginia Beach | VA | 01/2022 | 02/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Virginia Beach | VA | 02/2023 | Present |
| Bank Of America N.A. | Virginia Beach | VA | 04/2023 | Present |
I*1200375 Entity Type: Charitable Name of OBA: Billy The Kidden Rescue Address: Virginia Beach, Virginia, 23456 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 03/01/2023 Number of Hours: 10, Yearly Number of Hours during trading: 0 Duties: Saving cats. Chairman of the board of directors
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-24 |
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