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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2009-02-23 |
| VA | RA | APPROVED | 2009-02-13 |
Branch Locations
11951 Freedom Dr, Reston, VA 20190 • United States
Lovettsville, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Leesburg | VA | 02/2009 | Present |
| Bank Of America, N.A. | Leesburg | VA | 07/2011 | Present |
I*: 2230281Entity Type: Name of OBA: Saints Peter & Paul Greek Orthodox ChurchAddress: Frederick MdInvestment Related: NoPosition, Title, Association: Employee Start Date: 03/07/2025Number of Hours: 1 hr wklyNumber of Hours during trading: 0Duties: My wife & I are asked to be the Chairperson's for our parish stewardship, and help increase givingI*: 2230282Entity Type: Name of OBA: Saints Peter & Paul Greek Orthodox ChurchAddress: Frederick MdInvestment Related: NoPosition, Title, Association: Employee Start Date: 03/07/2025Number of Hours: 1 hr wklyNumber of Hours during trading: 0Duties: Chairperson for church renovation fund I*4515271 Entity Type: N/A Name of OBA: G L N JR TTEE S P N TTEE U/A DTD 06/17/2024 Address: Lovettsvilllee, Virginia, 20180 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 05/01/2026 Number of Hours: 1, Yearly Number of Hours during trading: 1, Yearly Duties: Self, Spouse
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 1984-07-05 |
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