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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2019-08-21 |
Branch Locations
The Arrington Building 1802 Bayberry Court - Suite 200, Richmond, VA 23226 • United States
205 Town Center Drive Suite 260, Virginia Beach, VA 23462 • United States
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 | 11/1991 | 08/2019 |
| Bank Of America, N.A. | Norfolk | VA | 09/2009 | 08/2019 |
| Oppenheimer & Co., Inc | Virginia Beach | VA | 08/2019 | Present |
1)INVESTOR, BCE INVESTMENTS LLC. - 2008 - REAL ESTATE INVESTMENTS - LESS THAN 15 MIN/MONTH 2) BGZ, LLC. - LOAN GIVEN TO A LOCAL BUSINESS. APPROXIMATELY 1 HOUR PER YEAR IS SPENT ON THIS. 3) NAME OF OUTSIDE BUSINESS ORGANIZATION: BEES' KNEES BEACH HOUSE INVESTMENT RELATED RENTAL PROPERTY. I SPEND APPROX 6 HOURS PER YEAR ON THE HOUSE. 4) RAW RESIDENTIAL LAND LOTS IN FLORIDA. I SPEND ALMOST ZERO TIME PER YEAR ON THEM & LOOKING TO SELL THEM TO A DEVELOPER. 5) THIS IS A BEACH HOUSE RENTAL PURCHASED IN 2012. IT WAS RECENTLY MOVED INTO AN LLC. VERY LITTLE TIME IS ACTUALLY SPENT AS KEES VACATION RENTALS IS THE PROPERTY MANAGER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-28 |
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