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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-07-26 |
| VA | RA | APPROVED | 2022-05-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chesapeake | VA | 01/2022 | Present |
| Bank Of America, N.A. | Chesapeake | VA | 01/2022 | Present |
| Merrill Lynch | Virginia Beach | VA | 06/2016 | 09/2016 |
| James Madison University | Harrisonburg | VA | 09/2016 | 05/2020 |
| Make Your Mark Enterprise | Philadelphia | PA | 07/2018 | 08/2018 |
| Unemployed | Virginia Beach | VA | 06/2020 | 12/2021 |
Hampton Roads Charter Service, Inc.Address: 5196 W Military Hwy, Chesapeake, VA 23321Position: Part OwnerNature of Business: Aviation charter serviceNot Investment RelatedTime devoted Per Month: <3 HoursNo time devoted during securities trading hoursInvolvement timeframe 01/01/2015Hampton Roads Helicopters, Inc.Address: 5196 W Military Hwy, Chesapeake, VA 23321Position: Part OwnerNature of Business: Rotorcraft training, charters, and salesNot Investment RelatedTime devoted Per Month: <3 HoursNo time devoted during securities trading hoursInvolvement timeframe 01/01/2015Reflection Properties, LLC.Address: 1834 South Woodside Lane, Virginia Beach, VA 23454Position: Part OwnerNature of Business: Currently manages three rental propertiesNot Investment RelatedTime devoted Per Month: <3 HoursNo time devoted during securities trading hoursInvolvement timeframe 01/01/2015Rental Investments Inc.Address: 1834 South Woodside Lane, Virginia Beach, VA 23454Position: Part OwnerNature of Business: Currently has one dominion power bill in its name, mostly dissolved - no real nature of business. Not Investment RelatedTime devoted Per Month: NoneNo time devoted during securities trading hoursInvolvement timeframe 01/01/20151. Will you receive compensation for this role?·Hampton Roads Charter Service (HRCS) - yes·Hampton Roads Helicopters (HRH) - yes·Reflection Properties - yes·Rental Investments - no 2. Are you an "authorized person" or have check writing privileges for any bank or securities accounts for the entity?·HRCS - no·HRH - no·Reflection Properties - yes·Rental Investments - no3. Is the business owned entirely by yourself and/or family members? If not, what percentage do you own and how many co-owners/investors are there?·HRCS - no. Total of 4 Partners. 1 Partner outside of the family (43%) and 2 additional family members (57% split 3 ways).·HRH - no. Total of 4 Partners. 1 Partner outside of the family (73.99%) and 2 additional family members (26.01% split 3 ways).·Reflection Properties - yes. Owned by 3 family members. Split 3 ways.·Rental Investments - yes. Owned by 3 family members. Split 3 ways.4. If you do have partners will they also have authority over accounts? If No, will they have the ability to review financial transactions?·HRCS - yes.·HRH - yes.·Reflection Properties - yes.·Rental Investments - yes. I*3760323Entity Type: Entity For ProfitName of OBA: Throttle Creek Holdings LLCAddress: Hampton, Virginia, 23666Investment Related: NoPosition, Title, Association: OwnerEmployee Start Date: 02/04/2026Number of Hours: 24, YearlyNumber of Hours during trading: 0, YearlyDuties: LLC established for investment properties. None currently owned in llc or not one in the works of purchasing. Just for holding investment property would not take any time out of workday or business activities. I*4017267, Entity Type: Entity For Profit, Name of OBA: Vector Speedworks LLC, Address: Hampton, Virginia, 23666, Investment Related: N, Position, Title, Association: Owner, Employee Start Date: 03/16/2026, No Hours: 3 Weekly, No Hours during Trading: 0 Weekly, Duties: Organizer, Weekend motorsports participation. Motorports.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-26 |
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