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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-12-04 |
| VA | RA | APPROVED | 2019-08-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Virginia Beach | VA | 05/2019 | Present |
| James Madison University | Harrisonburg | VA | 01/2019 | 05/2019 |
| Merrill Lynch | Virginia Beach | VA | 12/2018 | 01/2019 |
| James Madison University | Harrisonburg | VA | 08/2018 | 12/2018 |
| Charles Schwab | Washington | DC | 06/2018 | 08/2018 |
| James Madison University | Harrisonburg | VA | 08/2017 | 06/2018 |
| Bank@Lantec | Virginia Beach | VA | 07/2017 | 08/2017 |
| James Madison University | Harrisonburg | VA | 08/2016 | 07/2017 |
| Bank Of America, N.A. | Virginia Beach | VA | 06/2019 | Present |
I*1448278, Entity Type: Entity For Profit, Name of OBA: JNVB Rentals, L.L.C., Address: Virginia Beach, Virginia 23454, Investment Related: N, Position, Title, Association: General Partner/Managing Member, Owner, Employee Start Date: 09/01/2023, No Hours: 1, No Hours during trading: 1, Duties: LLC for rental property. I*: 2235282Entity Type: CharitableName of OBA: St. Mary's Home for Disabled Children FoundationAddress: Virginia Beach, VA 23502Investment Related: NoPosition, Title, Association: Board MemberEmployee Start Date: 04/01/2025Number of Hours: 1 hr mthlyNumber of Hours during trading: 0Duties: The organization provides residential and medical services to children with medically complicated disabilities. The Foundation's purpose is to review the finances and proposed budgets of the Home, and to make recommendations to the Board on whether such budgets should be approved. The foundation acts in an advisory role to the board. I*2480299, Entity Type: Entity Charitable, Name of OBA: St. Mary's Home for Disabled Children, Address: Norfolk, Virginia, 23502, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 05/20/2025, No Hours: 5 Yearly, No Hours during Trading: 0 Yearly, Duties: Mission of St Mary's is to provide quality personalized care for children and adults with complex medical and behavioral needs. The Board of Directors help govern the Home.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-19 |
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