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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-08 |
| VA | RA | APPROVED | 2025-09-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arizona Attorney General's Office | Phoenix | AZ | 07/2018 | 10/2020 |
| Brigham Young University | Provo | UT | 01/2018 | 05/2018 |
| Brigham Young University | Provo | UT | 08/2016 | 12/2017 |
| Thrivent Investment Management Inc | Richmond | VA | 08/2020 | 06/2021 |
| Thrivent Financial | Appleton | WI | 09/2020 | 02/2021 |
| Thrivent Financial | Appleton | WI | 02/2021 | 06/2021 |
| Fidelity Investments | Richmond | VA | 07/2021 | 10/2024 |
| Private Client Consultancy | Malaga | 10/2024 | 09/2025 | |
| Beacon Global Advisor Network | Richmond | VA | 11/2024 | 09/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Richmond | VA | 08/2025 | Present |
| Bank Of America, N.A. | Richmond | VA | 11/2025 | Present |
I*2813322 Entity Type: For Profit Name of OBA: 365memorize Address:Richmond Virginia Investment Related:No Position, Title, Association:Owner Start Date:09/03/2025 No Hours: 5 Weekly No Hours during trading:0 Weekly Duties:Social media-centric business, based on the following statement: "Quotes, poetry, and inspiring words that strengthen and restore. Center your mind and lift your spirit. Find healing and purpose through memory." Social media posting related to poetry, literature, philosophy, inspiring quotes and speeches, historic facts, insights re: the benefits of memory, etc. I*2815277 Entity Type: For Profit Name of OBA: Trails & More Travel Tours LLC Address:Richmond Virginia Investment Related:No Position, Title, Association:Owner Start Date:07/28/2023 No Hours: 10 Monthly No Hours during trading:0 Monthly Duties:Trails & More Travel Tours offers outdoor-oriented travel plans and guided tours. My role is limited to high-level oversight and administrative responsibilities (e.g. maintaining the LLC, occasional planning). I research offerings and make decisions re: revenue options, scope of focus, etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-06 |
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