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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2002-01-28 |
| VA | RA | APPROVED | 2001-11-20 |
| DC | RA | APPROVED | 2001-10-30 |
| TX | RA | APPROVED_RES | 2001-10-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Leesburg | VA | 09/2001 | Present |
| Bank Of America, N.A. | Leesburg | VA | 07/2011 | Present |
I*6956 For profit or not for profit: Name of outside business organization: Airbnb Guest House rental Investment related: Address of business: Leesburg, Virginia 20176 Nature of business: , Position, title, association: , Start date of relationship: 9/21/2018 Number of hours devoted: 10 hour(s) Number of hours devoted during trading hours: 0 Duties: I*514873 For profit or not for profit: Entity For Profit Name of outside business organization: Elevations Aircraft LLC Investment related: N Address of business: Leesburg, Virginia, 20176-2025 Nature of business: ["Limited Liability Company"] Position, title, association: ["General Partner/Managing Member"], Start date of relationship: 9/1/2021 Number of hours devoted: 5 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Elevations Aircraft LLC will own an Airplane and lease it to Aviation Adventures a Flight School at Leesburg Executive Airport KJYO I own 50 of the business and my wife will own 50
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 1980-06-30 |
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