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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2018-12-07 |
Branch Locations
205 Town Center Drive Suite 260, Virginia Beach, VA 23462 • United States
Hot Springs, VA • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Norfolk | VA | 01/1995 | 10/2018 |
| #Ia Painewebber Incorporated | New York | NY | 03/1995 | 10/2018 |
| Oppenheimer & Co. Inc | Virginia Beach | VA | 12/2018 | Present |
1. RYAN E. M. BAILEY TRUST - INVESTMENT RELATED - YES - RESIDENCE IS TRUST ADDRESS - NATURE OF BUSINESS: FAMILY TRUST-TITLE:TRUSTEE-START DATE: 3/9/2001 - TIME DEVOTED: 0.25 HOURS/MONTH DURING TRADING HOURS - DUTIES: AS TRUSTEE OF THE TRUST 2. COURTNEY MORGAN BAILEY IRREV TRUST - INVESTMENT RELATED - YES - RESIDENCE IS TRUST ADDRESS - NATURE OF BUSINESS: FAMILY TRUST-TITLE:TRUSTEE-START DATE: 4/3/2008 - TIME DEVOTED: 0.25 HOURS/MONTH DURING TRADING HOURS - DUTIES: AS TRUSTEE OF THE TRUST 3. WHITNEY MARTIN BAILEY IRREV TRUST - INVESTMENT RELATED - YES - RESIDENCE IS TRUST ADDRESS - NATURE OF BUSINESS: FAMILY TRUST-TITLE:TRUSTEE-START DATE: 4/3/2008 - TIME DEVOTED: 0.25 HOURS/MONTH DURING TRADING HOURS - DUTIES: AS TRUSTEE OF THE TRUST 4. BAILEY EDUCATION TRUST-INVESTMENT RELATED-MY RESIDENCE IS THE TRUST ADDRESS-FAMILY TRUST-TRUSTEE-2012-0.5 HOURS PER MONTH-MAKE INVESTMENT DECISIONS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 1982-07-09 |
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