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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-03-13 |
| VA | RA | APPROVED | 2018-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 02/2015 | 06/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Roanoke | VA | 06/2018 | Present |
| Bank Of America, N.A. | Roanoke | VA | 07/2018 | Present |
I*127584 For profit or not for profit: Non-Profit Organization Name of outside business organization: Healing Strides of Virginia Investment related: N Address of business: Boones Mill, Virginia 24065 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 11/18/2019 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 1 Duties: Healing Strides is a therapeutic horse riding center for special needs individuals and those with PTSD. I will be on their board to give advice and help as needed.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-10 |
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