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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-06-03 |
| DC | RA | APPROVED | 2023-08-10 |
Branch Locations
Kilmarnock, VA • United States
1800 K St Nw, Washington, DC 20006 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Virginia Commonwealth Bank (Formerly Bank Of Lancaster) | Kilmarnock | VA | 03/2012 | 04/2017 |
| Infinex Investments, Inc. | Kilmarnock | VA | 03/2012 | 11/2021 |
| Lpl Financial Llc | Kilmarnock | VA | 11/2021 | 07/2023 |
| Blue Ridge Bank (Formerly Virginia Commonwealth Bank) | Kilmarnock | VA | 04/2017 | 07/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 07/2023 | Present |
| Bank Of America, N.A. | Washington | DC | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-28 |
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