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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-04 |
| VA | RA | APPROVED | 2024-04-04 |
Branch Locations
4824 George Washington Hwy., Portsmouth, VA 23702 • United States
777 W 21St Street, Norfolk, VA 23517 • United States
8727 Staples Mill Rd, Richmond, VA 23228 • United States
6357 Mechanicsville Tpke, Mechanicsville, VA 23111 • United States
9159 Chamberlayne Rd, Mechanicsville, VA 23116 • United States
5256 Providence Rd, Virginia Beach, VA 23464 • United States
2220 General Booth Blvd, Virginia Beach, VA 23454 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Virginia Beach | VA | 08/2019 | 04/2024 |
| Unemployed | Virginia Beach | VA | 05/2019 | 07/2019 |
| Lander University | Greenwood | SC | 06/2016 | 04/2019 |
| J.P. Morgan Securities Llc | Norfolk | VA | 04/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Norfolk | VA | 04/2024 | Present |
| Bank Of America | Virginia Beach | VA | 08/2019 | 04/2024 |
Entity Name: Hampton Roads Estate Planning Council Investment related: No Address: 638 Independence Pkwy #100, Chesapeake, VA 23320 Nature of the other business: Estate Planning Council Position/Title/Relationship: Employee/Contractor Start Date: 11/01/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: I would have no position except for being a member of the organization. This is a group of local professionals that work around estate planning (i.e. CPAs, estate planning attorneys, and financial advisors). This group does networking dinners a couple times a year where we gather together and then eat dinner while hearing about some new technique in one of the fields. I would be there as a financial advisor, but only to network and not to present any information. https://www.hrepc.org/"
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-02 |
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