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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-10-29 |
| VA | RA | APPROVED | 2011-07-27 |
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 | Roanoke | VA | 03/2011 | Present |
| Bank Of America, N.A. | Roanoke | VA | 09/2011 | Present |
I*91758 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: JUNIOR ACHIEVEMENT OF SOUTHWEST VIRGINIA INVESTMENT RELATED: N ADDRESS OF BUSINESS: 3433 BRAMBLETON AVE SW, SUITE 202 B, ROANOKE, VIRGINIA 24018 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: OTHER, BOARD MEMBER START DATE OF RELATIONSHIP: 3/21/2016 NUMBER OF HOURS DEVOTED: 2 HOUR(S) QUARTERLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: SERVING AS BOARD MEMBER
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-25 |
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