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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-10-07 |
| VA | RA | APPROVED | 2021-09-16 |
Branch Locations
910 Princess Anne St, Fredericksburg, VA 22401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services, Llc | Fairfax | VA | 06/2013 | 09/2021 |
| Mark Adams | Fairfax | VA | 08/2013 | 09/2021 |
| Northwestern Mutual Investment Services, Llc | Fairfzx | VA | 11/2013 | 09/2021 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 08/2014 | 09/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fredericksburg | VA | 09/2021 | Present |
| Bank Of America, N.A. | Fredericksburg | VA | 10/2021 | Present |
I*1740285 Entity Type: Charitable Name of OBA: Ramoth Baptist Church Address:Virginia, VA Investment Related:No Position, Title, Association:Other Start Date:01/01/2025 No Hours: 2 Monthly No Hours during trading:0 Duties:The assistant treasurer will assist the Church Treasurer as is required and will act as a substitute as necessary.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-12 |
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