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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-10 |
| VA | RA | APPROVED | 2025-06-06 |
Branch Locations
313 S Battlefield Blvd, Chesapeake, VA 23322 • 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 | 05/2006 | Present |
| Bank Of America | Virginia Beach | VA | 05/2006 | 03/2025 |
| Bank Of America, N.A. | Virginia Beach | VA | 04/2025 | Present |
Name of the other business- The F Trust Whether the business is investment-related -No Address of the other business- Virginia Beach, Virginia Nature of the other business- Personal Trust Your position- Grantor and Trustee Title, or relationship with the other business -Grantor and Trustee Start date of your relationship- 07-Nov-2023 Approximate number of hours/month you devote to the other business- 1 Number of hours you devote to the other business during securities trading hours - 0 Briefly describe your duties relating to the other business- Manage my personal trust
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-06 |
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