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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-18 |
| VA | RA | APPROVED | 2026-01-15 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Norfolk | VA | 10/2025 | Present |
| Riverside Hospital | Newport News | VA | 01/2025 | 10/2025 |
| Veterans Affairs Hospital | Hampton | VA | 03/2024 | 01/2025 |
| New York Life | Norfolk | VA | 01/2025 | 10/2025 |
| Sentara Health | Virginia Beach | VA | 06/2023 | 03/2024 |
| Symmetry Financial Group | Swannanoa | NC | 03/2015 | 01/2024 |
| Bank Of America N.A. | Norfolk | VA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-08 |
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