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403 5Th Street, Lynchburg, VA 24504 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-03 |
| VA | RA | APPROVED | 2026-03-03 |
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 | Corning | NY | 11/1994 | 09/2022 |
| Bank Of America, N.A. | Corning | NY | 11/2009 | 09/2022 |
| Liberty University - School Of Business | Lynchburg | VA | 08/2010 | Present |
| Harvest App Llc | Lynchburg | VA | 11/2023 | Present |
KINGDOM ADVISORS, NOT INVESTMENT RELATED, ATLANTA, GA. Professional organization that trains and certifies financial advisors. Volunteer Director of Student and Emerging Advisors. September 2018 - Present. Approximately 10 hours per month, most of which occurs during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 1984-03-21 |
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