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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-12-17 |
| VA | RA | APPROVED | 2019-12-02 |
Branch Locations
1934 Old Gallows Rd, Vienna, VA 22182 • United States
20045 Ashbrook Commons Plz, Ashburn, VA 20147 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Leesburg | VA | 08/2019 | Present |
| Bank Of America, N.A. | Fairfax | VA | 12/2009 | 08/2019 |
| Bank Of America, N.A. | Leesburg | VA | 09/2019 | Present |
I*2605305, Entity Type: , Name of OBA: S REVOCABLE LIVING TRUST, Address: CHANTILLY, Virginia, 20152, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 08/02/2023, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-29 |
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