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50 Schilling Road Suite 300, Hunt Valley, MD 21031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-06-18 |
Branch Locations
44 Canal Center Plaza Suite 550, Alexandria, VA 22314 • United States
50 Schilling Road Suite 300, Hunt Valley, MD 21031 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vienna | VA | 03/2011 | 06/2023 |
| Bank Of America, N.A. | Alexandria | VA | 06/2011 | 06/2023 |
| Verdence Capital Advisors, Llc | Alexandria | VA | 06/2023 | Present |
I*40742 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: RENTAL PROPERTY #2 INVESTMENT RELATED: Y ADDRESS OF BUSINESS: 3836 DOMINION MILL DRIVE, ALEXANDRIA, VIRGINIA 22304 NATURE OF BUSINESS: SOLE PROPRIETORSHIP, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 1/8/2000 NUMBER OF HOURS DEVOTED: 24 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: I OWN A TOWNHOUSE IN ALEXANDRIA, WHICH I LEASE ON AN ANNUAL BASIS I*40743 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: RENTAL HOUSE #1 INVESTMENT RELATED: Y ADDRESS OF BUSINESS: 116 NORTH DONELSON STREET, ALEXANDRIA, VIRGINIA 22314 NATURE OF BUSINESS: SOLE PROPRIETORSHIP, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 12/16/2010 NUMBER OF HOURS DEVOTED: 24 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: I OWN A HOUSE IN ALEXANDRIA, WHICH I LEASE ON AN ANNUAL BASIS TO A FAMILY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-31 |
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