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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-02-28 |
| VA | RA | APPROVED | 2022-02-26 |
Branch Locations
4620 Monticello Ave, Williamsburg, VA 23188 • United States
1801 Richmond Rd, Williamsburg, VA 23185 • 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 | Charlotte | NC | 09/2021 | Present |
| Allstate Insurance | Williamsburg | VA | 09/2016 | 09/2021 |
| Ginkgo Residentail | Williamsburg | VA | 11/2012 | 09/2016 |
| Old Dominion University | Norfolk | VA | 08/2019 | 08/2021 |
| Bank Of America, N.A. | Charlotte | NC | 12/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-23 |
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