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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-02 |
| VA | RA | APPROVED | 2024-12-17 |
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 |
|---|---|---|---|---|
| Wells Fargo Bank Na | Alexandria | VA | 02/2013 | 11/2024 |
| Wells Fargo Advisors Llc | Alexandria | VA | 12/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Alexandria | VA | 11/2016 | 11/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vienna | VA | 11/2024 | Present |
| Bank Of America, N.A. | Vienna | VA | 01/2025 | Present |
I*2133294, Entity Type Entity for Profit, Name of OBA: Time Out Palace LLCAddress: Alexandria,Virginia, 22309,USInvestment Related: n Position, Title, Association: ownerEmployee Start Date: 08/10/2017No Hours:0 No Hours during trading: 0 Duties:Tried to open an at home day care, but never fully started it. Only registered the LLC name with VA state.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-10 |
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