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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-01-21 |
| TX | RA | APPROVED | 2017-08-15 |
| VA | RA | APPROVED | 2017-05-17 |
Branch Locations
650 Peter Jefferson Pkwy, Charlottesville, VA 22911 • United States
North Garden, VA • United States
3455 Peachtree Rd Ne, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlottesville | VA | 02/2017 | Present |
| Unemployed | Charlottesville | VA | 01/2015 | 02/2017 |
| Bank Of America, N.A. | Charlottesville | VA | 04/2017 | Present |
I*: 2286271 Entity Type: Charitable Organization Name of OBA: Scouting America Troop 1028/29 Address: Charlottesville, Virginia, 22901 Investment Related: No Position, Title, Association: Troop Leader Employee Start Date: 5/1/2025 Number of Hours: 60 hrs annually Number of Hours during trading: 0 Duties: Serve on the Troop Commitee to lead and run the Troop I*: 2287269 Entity Type: Charitable Name of OBA: The Fralin Museum of Art at the University of Virginia Address: Charlottesville, VA 22904 Investment Related: No Position, Title, Association: Board member Employee Start Date: 05/01/2025 Number of Hours: 20 hrs annually Number of Hours during trading: 0 Duties: Art Museum - Advisory Board Member - non-fiduciary role - the advisory board works to generate awareness and community involvement.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-05 |
| S65 | Uniform Investment Adviser Law Examination | 1995-11-20 |
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