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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2023-01-23 |
| MD | RA | APPROVED | 2023-01-23 |
| TX | RA | APPROVED | 2006-07-10 |
| VA | RA | APPROVED | 2001-11-20 |
Branch Locations
3 S King St, Leesburg, VA 20175 • United States
Leesburg, VA • 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 | Leesburg | VA | 09/2001 | Present |
| Bank Of America,Na | Leesburg | VA | 11/2009 | Present |
I*501773 For profit or not for profit: Name of outside business organization: n/a Investment related: N Address of business: Leesburg,, Virginia, 20176 Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 9/21/2018 Number of hours devoted: 8 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , I*518021 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 Nature of business: ["Limited Liability Company"] Position, title, association: ["General Partner/Managing Member"], Start date of relationship: 10/1/2021 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 a flight school at Leesburg Executive Airport I am 50 member of the LLC
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-11-18 |
| S65 | Uniform Investment Adviser Law Examination | 1993-11-18 |
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