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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-28 |
| VA | RA | APPROVED | 2022-01-28 |
Branch Locations
919 East Main Street Suite 2000, Richmond, VA 23219-4622 • United States
Midlothian, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| #Ia Scott & Stringfellow Inc. | Richmond | VA | 08/1998 | 02/2021 |
| Scott & Stringfellow, Inc. | Richmond | VA | 05/1999 | 02/2021 |
| Bb&T Securities, Llc | Richmond | VA | 01/2013 | 02/2021 |
| Truist Investment Services, Inc. | Richmond | VA | 02/2021 | 01/2022 |
| Truist Advisory Services, Inc. | Richmond | VA | 03/2021 | 01/2022 |
| Rbc Capital Markets, Llc | Richmond | VA | 01/2022 | Present |
| City National Bank | Richmond | VA | 07/2022 | Present |
(1) JEWISH FAMILY SERVICES POSITION: Treasurer NATURE: I have been elected to serve a two year board position as Treasurer. JFS provide Counseling, Care and Adoption services to all members of the Richmond community without regard to race, religion or ability to pay.This year it will celebrate its 170th anniversary. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2019 ADDRESS: 6718 Patterson Avenue, Richmond VA 23226 (2) Midlothian Chesterfield Kiwanis Club POSITION: Board Member NATURE: Civic organization that provides support to local children in need INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 08/23/1999 ADDRESS: Midlothian, VA 23113 DESCRIPTION: Help plan and organize different club activities and fundraisers to support our causes (3) NAME OF ENTITY: Pinifer Park Homeowners Association ADDRESS: 3500 Robious Crossing Drive Suite 2000 Midlothian Virginia 23113 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Other START DATE: Mar 01, 2026 CAPACITY: Elected Official, Officer, Board of Directors DUTIES: I was elected to serve as Vice President of our homeowners association. We meet twice a year to conduct any business that may come before the board, governed by our bylaws. HOURS DEVOTED PER MONTH: 10 minutes HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: Zero
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-28 |
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