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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-07-31 |
| VA | RA | APPROVED | 2019-02-20 |
| TX | RA | APPROVED | 2019-02-15 |
Branch Locations
Wells Fargo Center/ 440 Monticello Avenue Suite 2000, Norfolk, VA 23510 • United States
Chesapeake, 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, Pierce, Fenner & Smith Incorporated | Norfolk | VA | 10/2010 | Present |
| Bank Of America, N.A. | Norfolk | VA | 01/2011 | 02/2019 |
| Ubs Financial Services | Norfolk | VA | 02/2019 | Present |
1) Dickson and Searing, LLC / United States / 1013 Harwich Drive, Chesapeake, VA 23322 / Company / investment in real estate properties / Proprietor / owner / I will be a 50% owner of this company and will be involved in decisions related to the purchase or sale of real estate owned by the company as well as management of the properties / Receive Compensation?: YES / Investment in Company?: YES; 50% / Start Date 3/16/2020 /// 2) General Douglas MacArthur Foundation / United States / MacArthur Square, Norfolk, VA 23510 / Foundation / macarthurmemorial.org / Education / Provide education and research for Douglas MacArthur, Preservation of American Heritage, and recognition of achievement for young people with a path towards the military / Executive director / I serve on the board and specifically on the finance committee which is responsible for oversight of the foundation's finances / Start Date 6/10/2019 /// 3) COVA, LLC / Company / investment in real estate properties / Proprietor / owner / I will be a 50% owner of this company and will be involved in decisions related to the purchase or sale of real estate owned by the company as well as management of the properties /// 4) Dickson & Searing Two, LLC / Company / investment in racing horses / Proprietor / owner / I will be a 50% owner of this company and will be involved in decisions related to the purchase and sale of livestock owned by the company
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-03 |
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