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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-01-03 |
| TX | RA | APPROVED | 2019-05-01 |
Branch Locations
4616 Virginia Beach Blvd, Virginia Beach, VA 23462 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | El Paso | TX | 09/2016 | 03/2018 |
| Nylife Securities, Llc | El Paso | TX | 03/2018 | 07/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | El Paso | TX | 03/2019 | Present |
| Bank Of America, N.A. | El Paso | TX | 03/2019 | Present |
| Children's Grief Center | El Paso | TX | 07/2017 | 05/2018 |
| Julie Jordan, New York Life | El Paso | TX | 05/2018 | 03/2019 |
I*3496273 Entity Type: Fiduciary role Name of OBA: D. C. Address: Virginia Beach, VA 23462 Investment Related: No Position, Title, Association: Executor Employee Start Date: 01/09/2026 Number of Hours: 0 Number of Hours during trading: 0 Duties: Executor/Parent I*3496274 Entity Type: Fiduciary role Name of OBA: S. C. Address: Virginia Beach, VA 23462 Investment Related: No Position, Title, Association: Executor Employee Start Date: 01/09/2026 Number of Hours: 0 Number of Hours during trading: 0 Duties: Executor/Parent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-27 |
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