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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-10-01 |
Branch Locations
19415 Deerfield Ave Suite 203, Lansdowne, VA 20176 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 06/2021 | 02/2022 |
| Student | Charlottesville | VA | 09/2015 | 05/2021 |
| Bank Of America Merrill Lynch | Charlotte | NC | 02/2022 | 08/2024 |
| Oak Hill Wealth Advisors Llc | Lansdowne | VA | 08/2024 | 09/2025 |
| Cerity Partners Llc | New York | NY | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-14 |
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