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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-08-05 |
| VA | RA | APPROVED | 2024-08-01 |
| TN | RA | APPROVED | 2024-07-31 |
Branch Locations
600 East Main Street, Abingdon, VA 24210 • United States
709 Med Tech Pkwy, Johnson City, TN 37604 • United States
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 | Bristol | TN | 01/2020 | 07/2024 |
| Regions Bank | Bristol | TN | 02/2017 | 12/2019 |
| Suntrust Bank | Nashville | TN | 06/2014 | 02/2017 |
| Strategic Outsourcing, Inc | Nashville | TN | 12/2016 | 02/2017 |
| Bank Of America, N.A. | Bristol | TN | 03/2020 | 07/2024 |
| Osaic Institutions, Inc. | Meriden | CT | 07/2024 | Present |
| Trupoint Bank | Pounding Mill | VA | 07/2024 | Present |
1.) TruPoint Branch Manger. Banking. Yes, investment related. Started Aug 2025.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-25 |
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