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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 1998-01-05 |
| VA | RA | APPROVED | 1987-09-11 |
Branch Locations
650 Peter Jefferson Pkwy, Charlottesville, VA 22911 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlottesville | VA | 08/1984 | Present |
| Bank Of America, N.A. | Charlottesville | VA | 07/2011 | Present |
I*92421FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: DAVID & PAM LLCINVESTMENT RELATED: NADDRESS OF BUSINESS:CHARLOTTESVILLE, VIRGINIA 22902NATURE OF BUSINESS: LLC,POSITION, TITLE, ASSOCIATION: LIMITED PARTNER, START DATE OF RELATIONSHIP: 1/2/2006NUMBER OF HOURS DEVOTED: 4 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: I AM 50% OWNER (WITH MY BROTHER) OF AN LLC THAT OWNS A PARCEL OF UNDEVELOPED PROPERTY I*4070268, Entity Type: Entity For Profit, Name of OBA: 505 F Street LLC, Address: Charlottesville, Virginia, 22903, Investment Related: N, Position, Title, Association: Director, Employee Start Date: 04/20/2026, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: Occasional participation in decsions, but one of my brothers will manage the property. This is a small rental property that was inherited by my 3 brothers and myself from my father, E G, who died in August of 2024.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-10-21 |
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