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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-11-30 |
| VA | RA | APPROVED | 2018-11-30 |
Branch Locations
725 Jackson Street Suite 204, Fredericksburg, VA 22401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fredericksburg | VA | 10/2008 | 11/2018 |
| Bank Of America, N.A. | Fredericksburg | VA | 09/2010 | 11/2018 |
| Janney Montgomery Scott Llc | Fredericksburg | VA | 11/2018 | Present |
1) Hunting Run Investments; Passive real estate investments; 319 George St. Fredericksburg, VA 22401; start date 01/02/2000; President of the company; 50% partner with my wife. LLC owns interest in several LLC which control commercial real estate properties; compensated by rent from the various entities; 2hrs/month; 0.10hrs/day; Investment-related 2) Spotsylvania Regional Medical Advisory Board; not investment related; 4600 Spotsylvania Parkway, Fredericksburg, VA 22408; Board Member; start date: 01/03/2022; 4hrs/month; Advise management on local health issues
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1990-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 1990-07-20 |
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