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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-11-14 |
| VA | RA | APPROVED | 2023-11-06 |
Branch Locations
1111 E Main St, Richmond, VA 23219 • United States
11810 Grand Park Ave, North Bethesda, MD 20852 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 10/2009 | 02/2019 |
| Bank Of America, N.A. | Charlotte | NC | 10/2009 | 02/2019 |
| Mutual Of Omaha Investor Services | Manassas | VA | 02/2019 | 04/2020 |
| Mutual Of Omaha Insurance Company | Manassas | VA | 02/2019 | 04/2020 |
| Jp Morgan Chase Bank, N.A. | Sterling | VA | 03/2020 | 10/2023 |
| Jpmorgan Securities, Llc | Sterling | VA | 03/2020 | 10/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Leesburg | VA | 10/2023 | Present |
| Fedex | Dulles | VA | 09/2022 | 04/2023 |
| Bank Of America N.A. | Leesburg | VA | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-26 |
| S63 | Uniform Securities Agent State Law Examination | 2008-11-20 |
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