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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-08 |
| VA | RA | APPROVED | 2018-11-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Williamsburg | VA | 08/2018 | Present |
| Unemployed | Williamsburg | VA | 10/2016 | 08/2018 |
| Citadel Investment Services | Johannesburg | 07/2013 | 09/2016 | |
| Bank Of America, N.A. | Williamsburg | VA | 09/2018 | Present |
I*4571276 Entity Type: Entity Charitable Name of OBA: Literacy for LIfe Address: Williamsburg, Virginia, 23185 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 06/01/2026 Number of Hours: 12, Yearly Number of Hours during trading: 2, Yearly Duties: Literacy for Life empowers adults by building foundational skills for success in life and work. Board member
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-29 |
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