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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-05-31 |
| VA | RA | APPROVED | 2013-02-04 |
Branch Locations
8075 Leesburg Pike, Vienna, VA 22182 • United States
999 Waterside Dr, Norfolk, VA 23510 • United States
Chesapeake, VA • 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 | 07/2012 | Present |
| Bank Of America, N.A. | Norfolk | VA | 06/2013 | Present |
I*: 2578276 Entity Type: Charitable Name of OBA: The Church at 1740 Address: Chesapeake, VA 23320 Investment Related: No Position, Title, Association: Director Employee Start Date: 06/25/2025 Number of Hours: 2 hrs mthly Number of Hours during trading: 0 Duties: Determine how donations will be used to help serve our community and those less fortunate.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-14 |
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