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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-11-05 |
| VA | RA | APPROVED | 2015-02-24 |
Branch Locations
208 Golden Oak Ct, Virginia Beach, VA 23452 • United States
2024 Corporate Centre Dr, Myrtle Beach, SC 29577 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Norfolk | VA | 12/2013 | Present |
| Bank Of America, N.A. | Norfolk | VA | 07/2015 | Present |
I*118002For profit or not for profit: For-Profit OrganizationName of outside business organization: Onelife FitnessInvestment related: NAddress of business:Virginia Beach, Virginia 23456Nature of business: Corporation,Position, title, association: Part-Time, Start date of relationship: 10/1/2018Number of hours devoted: 4 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: Group fitness instructor I*4081289, Entity Type: , Name of OBA: M P and D P, Address: Virginia Beach, Virginia, 23464, Investment Related: N, Position, Title, Association: Executor, Employee Start Date: 03/18/2026, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-23 |
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