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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-12 |
| VA | RA | APPROVED | 2023-03-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Willow Oaks Country Club | Richmond | VA | 05/2016 | 07/2018 |
| Princess Anne Country Club | Virginina Beach | VA | 05/2019 | 07/2019 |
| James River High School | Richmond | VA | 08/2014 | 05/2018 |
| James Madison University | Harrisonburg | VA | 08/2018 | 05/2022 |
| Spotswood Country Club | Harrisonburg | VA | 08/2019 | 05/2020 |
| Unemployment | Richmond | VA | 05/2020 | 07/2020 |
| Merrill Lynch | Richmond | VA | 08/2022 | Present |
| Bank Of America N.A. | Suffolk | VA | 01/2023 | Present |
I*4508320 Entity Type: Rental Property Name of OBA: Rental Property 1 Address: Virginia Beach, Virginia, 23453 Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 05/01/2026 Number of Hours: 10, Yearly Number of Hours during trading: 0 Duties: I*4509271 Entity Type: For Profit Name of OBA: PG&E Ventures LLC Address: Richmond, Virginia, 23235 Investment Related: No Position, Title, Association: Officer Employee Start Date: 05/01/2026 Number of Hours: 10, Yearly Number of Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-07 |
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