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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-15 |
| VA | RA | APPROVED | 2024-06-04 |
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 | Vienna | VA | 01/2023 | Present |
| Fulton Bank | Virginia Beach | VA | 01/2022 | 01/2023 |
| Wells Fargo | Virginia Beach | VA | 04/2018 | 01/2022 |
| West Marine | Virginia Beach | VA | 02/2015 | 04/2021 |
| Dollar Tree Stores, Inc./Family Dollar | Virginia Beach | VA | 11/2017 | 01/2018 |
| Gamestop, Inc. | Virginia Beach | VA | 11/2017 | 02/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-03 |
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