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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-08-29 |
| VA | RA | APPROVED | 2017-01-23 |
Branch Locations
650 Peter Jefferson Pkwy, Charlottesville, VA 22911 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Enterprise Rent A Car | Austin | TX | 06/2016 | 10/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Richmond | VA | 10/2016 | Present |
| Bank Of America, N.A. | Richmond | VA | 03/2017 | Present |
I*136702 For profit or not for profit: For-Profit Organization Name of outside business organization: West Vanlier Holdings Investment related: No Address of business: Henrico, Virginia 23229 Position, title, association: Owner Start date of relationship: 3/31/2021 Number of hours devoted: 1 hour Annually Number of hours devoted during trading hours: 0 Duties: This company has not been created yet. The purpose of this company is to act as a holding company for my wife's horses. I*565251 Entity Type: Civic League or Social Welfare Organization Name of outside business organization: Illinois Alumni Association of Alpha Delta Phi Investment related: No Address of business: Champaign, Illinois, 61802 Position, title, association: Officer Start date of relationship: 10/1/2021 Number of hours devoted: 10 hours Monthly Number of hours devoted during trading hours: 0 Duties: Provides Housing to the Illinois Chapter of Alpha Delta Phi on the campus of the University of Illinois. I am the Chairman of the alumni I*: 2930313 Entity Type: Not for Profit Name of OBA: Virginia Squash Racquets Association Address: Richmond, VA 23220 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 10/05/2025 Number of Hours: 3 hrs mthly Number of Hours during trading: 0 Duties: Show up to meetings and provide general input on the direction of the organization
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-20 |
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