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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-04-15 |
| VA | RA | APPROVED | 2019-06-07 |
Branch Locations
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 | Virginia Beach | VA | 08/2014 | Present |
| Bank Of America, N.A. | Virginia Beach | VA | 08/2014 | Present |
| First Command Financial Planning, Inc. | Fort Worth | TX | 08/2018 | 04/2019 |
I*4613267 Entity Type: Charitable Name of OBA: Business Consortium for Arts Support Address: Norfolk, Virginia, 23508 Investment Related: No Position, Title, Association: Committee, Board Member Employee Start Date: 08/29/2023 Number of Hours: 2, Monthly Number of Hours during trading: 1, Monthly Duties: Entity Details The Arts Alliance is a nonprofit organization dedicated to supporting and advancing the arts within the community. Its mission is to provide funding, resources, and advocacy for local artists and arts programs, with a focus on fostering creativity, expanding access to the arts, and enriching cultural engagement. The organization distributes grants, supports emerging talent, and collaborates with community partners to promote artistic development and education. As a member of the Board of Directors, my responsibilities include providing strategic oversight, participating in governance decisions, and supporting the organization's mission to advance the arts within the community I*5119271, Entity Type: Entity For Profit, Name of OBA: EvaBridge Holdings LLC, Address: Norfolk, Virginia, 23510, Investment Related: N, Position, Title, Association: ["General Partner/Managing Member","Owner"], Employee Start Date: 05/12/2026, No Hours: 5 Weekly, No Hours during Trading: 0 Weekly, Duties: As Founder and managing member, my responsibilities include overseeing business planning, strategic direction, entity management, market research, relationship development, operational planning, and coordinating with legal, regulatory, and strategic advisors. I will oversee the development of the business but will not provide investment advisory services, securities recommendations, or manage client investment accounts through this entity. EvaBridge Holdings LLC, is a privately owned business in the development stage. Current activities are limited to business planning, market research, strategic relationship development, technology evaluation, and operational planning for future cross-border business services. The company does not current facilitate introductions to investors, lenders, banks, payment providers, or capital sources; facilitate financial transactions or business arrangements; receive referral fees or compensation for introductions; provide investment advisory services; engage in securities activities; or manage client assets I*5429268, Entity Type: , Name of OBA: RANA54, Address: Wuse 2, Abuja, FCT, Investment Related: N, Position, Title, Association: Advisory member, Employee Start Date: 08/17/2026, No Hours: 4 Monthly, No Hours during Trading: 0 Monthly, Duties: Member of the Global Advisory Council, an independent, non-governance advisory body providing non-biding strategic counsel and industry and international perspective to the company's Board and Management. The role does not include management authority, governance responsibilities, ownership, contracting authority or responsibility for day-to day operations. Rana54 Energy Solutions Limited is focused on developing climate and renewable-energy infrastructure solutions originating from Africa, including products, technologies, partnerships and market opportunities supporting its growth and international development.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-06 |
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