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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-30 |
| GA | RA | APPROVED | 2020-11-12 |
| TX | RA | APPROVED_RES | 2008-04-14 |
| VA | RA | APPROVED | 2008-04-07 |
Branch Locations
1111 E Main St, Richmond, VA 23219 • United States
601 Cleveland St, Clearwater, FL 33755 • United States
Tarpon Springs, FL • United States
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 | Richmond | VA | 04/2008 | Present |
| Bank Of America, Na | Richmond | VA | 12/2009 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 1980-10-28 |
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