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Richmond, VA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-01-22 |
| VA | RA | APPROVED | 2023-05-17 |
Branch Locations
New Cumberland, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Egg Harbor Township | NJ | 11/2015 | 04/2023 |
| Yesterdays Bar | Marmora | NJ | 05/2014 | 08/2020 |
| Bank Of America, N.A. | Egg Harbor Township | NJ | 07/2019 | 04/2023 |
| Alexis Advisors | Richmond | VA | 05/2023 | Present |
Third Party Irrevocable Trust for Linda Cunningham Vicchiarelli Trustee 1018 West Groveland Avenue, Somers Point, NJ 08244 Start Date: 2022 # of Hours During Business Trading: 0 Trustee of mother's investment account.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-05 |
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