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1765 Greensboro Station Pl. Tower 1, Ste. 900, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-08-07 |
Branch Locations
1765 Greensboro Station Pl. Tower 1, Ste. 900, Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlottesville | VA | 03/2017 | 07/2024 |
| Bank Of America, N.A. | Charlottesville | VA | 10/2007 | 03/2017 |
| Bank Of America, N.A. | Charlottesville | VA | 06/2011 | 07/2024 |
| B&L Wealth Group, Llc | Mclean | VA | 07/2024 | Present |
Insurance Agent; investment-related; at reported business location(s); Insurance Sales; Agent; 160 hours/month; 160 hours/month during securities trading hours; sale of insurance to clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-26 |
| S65 | Uniform Investment Adviser Law Examination | 2008-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-18 |
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