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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-14
VA RA APPROVED 2024-08-14
  • TX RA
    APPROVED
    Since 2025-01-14
  • VA RA
    APPROVED
    Since 2024-08-14

Branch Locations

79 University Blvd, Harrisonburg, VA 22801 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Suntrust Investment Services Inc Charlottesville VA 07/2018 09/2021
Suntrust Bank Charlottesville VA 07/2018 09/2021
Suntrust Bank 1300 South Main Street VA 07/2018 02/2019
Wells Fargo Bank Harrisonburg VA 07/2015 05/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated Vienna VA 11/2022 Present
Truist Bank Charlottesville VA 07/2018 09/2021
Abeehaz Corporation Dba 7-11 Harrisonburg VA 10/2021 10/2022
Bank Of America, N.A. Vienna VA 07/2024 Present
  • 07/2018 → 09/2021
    Suntrust Investment Services Inc
    Charlottesville, VA
  • 07/2018 → 09/2021
    Suntrust Bank
    Charlottesville, VA
  • 07/2018 → 02/2019
    Suntrust Bank
    1300 South Main Street, VA
  • 07/2015 → 05/2018
    Wells Fargo Bank
    Harrisonburg, VA
  • 11/2022 → Present
    Vienna, VA
  • 07/2018 → 09/2021
    Truist Bank
    Charlottesville, VA
  • 10/2021 → 10/2022
    Abeehaz Corporation Dba 7-11
    Harrisonburg, VA
  • 07/2024 → Present
    Bank Of America, N.A.
    Vienna, VA
Previous Registrations
Other Businesses

I*1200318, Entity Type Entity For Profit, Name of OBA: 1212 LLC Address: HarrisonburgVirginia22802 Investment Related: No Position, Title, Association: Owner Employee Start Date: 11/01/2022No Hours: 12 yearly No Hours during trading: 0 Duties: Rental Property. I receive rent and pay mortgage out of the account. manage maintenance in the property. I*1200322, Entity Type Entity For Profit, Name of OBA: 309 LLC Address: HarrisonburgVirginia22802 Investment Related: No Position, Title, Association: Owner Employee Start Date: 08/05/2022No Hours: 10 yearlyNo Hours during trading: 0 Duties:Rental Property. I collect rent, pay mortgage and manage maintenance. I*1201278, Entity Type Entity For Profit, Name of OBA: 1044 LLC Address: HarrisonburgVirginia22802 Investment Related: No Position, Title, Association: Owner Employee Start Date: 07/05/2007No Hours: 12 yearly No Hours during trading: 0 Duties: Property Owner I* 1201284, Entity Type Entity For Profit, Name of OBA: Abeehaz Corporation Address: HarrisonburgVirginia22801 Investment Related: No Position, Title, Association: Owner Employee Start Date: 12/02/2021 No Hours: 5 weekly No Hours during trading: 0 Duties:7-11 Franchise and convenience store. Overlook the business. I have team of management that runs business for me.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-13
S65 Uniform Investment Adviser Law Examination 2020-03-09
S63 Uniform Securities Agent State Law Examination 2019-05-06
  • S66 Uniform Combined State Law Examination
    2024-08-13
  • S65 Uniform Investment Adviser Law Examination
    2020-03-09
  • S63 Uniform Securities Agent State Law Examination
    2019-05-06

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