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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-29 |
| VA | RA | APPROVED | 2025-05-22 |
Branch Locations
5649 Burke Centre Pkwy, Burke, VA 22015 • United States
6307 Arlington Blvd, Falls Church, VA 22044 • United States
11190 Main St, Fairfax, VA 22030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vienna | VA | 02/2025 | Present |
| Psc Investments Llc | Baltimore | MD | 01/2022 | 02/2025 |
| National Counseling Group Inc | Manassas | VA | 03/2017 | 12/2022 |
| University Of Virginia | Charlottesville | VA | 01/2015 | 12/2016 |
| Purdue University | Indianapolis | IN | 03/2019 | 03/2023 |
| University Of Virginia | Charlottesville | VA | 08/2013 | 12/2016 |
| Bank Of America, N.A. | Vienna | VA | 04/2025 | Present |
I*: 2219272 Name of the other business PFA Property Group LLC Whether the business is investment-related No Address of the other business Chantilly VA Nature of the other business Property Management Your position Managing Member Title, or relationship with the other business Managing Member Start date of your relationship 01/03/2023 Approximate number of hours/month you devote to the other business 4 Number of hours you devote to the other business during securities trading hours 0 Briefly describe your duties relating to the other business Residential Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-22 |
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