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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-08-31 |
| VA | RA | APPROVED | 2020-08-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Richmond | VA | 07/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Richmond | VA | 11/2016 | 08/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Richmond | VA | 08/2020 | Present |
| Bank Of America, N.A. | Richmond | VA | 09/2020 | Present |
I*: 1844313 Entity Type: Name of OBA: Communities in Schools Richmond Address: Richmond, VA Investment Related: No Position, Title, Association: Board Employee Start Date: TBD Number of Hours: TBD Number of Hours during trading: TBD Duties: Our unique model positions site coordinators inside schools, from kindergarten to graduation, to assess students needs and provide resources to help them succeed in the classroom and in life. Site coordinators work with school staff to identify students in need of support. We build one-on-one relationships with students, while leading a school team comprised of faculty and service providers. From immediate needs like food or clothing to more complex ones like counseling or emotional support, we do whatever it takes to help students succeed. I will be a board Member helping to direct organizational activates, strategic direction and in school volunteering
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-25 |
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