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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2017-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Virginia Beach | VA | 10/2016 | Present |
| Unemployed | Center Valley | PA | 08/2015 | 10/2016 |
| Bank Of America, N.A. | Virginia Beach | VA | 03/2017 | Present |
I*1829274, Entity Type: Entity Charitable Name of OBA: Scouts of America 596 Tidewater Council Address: Virginia Beach, VA 23455-6675 Investment Related: No Position, Title, Association: Committee, Board Member Start Date: 5/17/2024 No Hours: 8 hrs monthly No Hours during trading: 0 Duties: The stated mission of the Boy Scouts of America is to prepare young people to make ethical and moral choices over their lifetimes by instilling in them the values of the Scout Oath and Law. I will be a board member. I expect I will be asked to join the audit and finance committee. I will be asked to support fundraising. I*1828280 Entity Type, profit Name of OBA:OSC Association Address: Virginia Beach, VA 23451 Investment Related: no Position, Title, Association: Committee, Board Member Employee Start Date: 06/21/2024 No Hours: 10 hrs mthly No Hours during trading: 0 Duties: The board represent the interests of all owners in a community. The fundamental goal of board members and their collective decisions are to serve the corporation and the members they represent. Board member positions are elected by owners in accordance with HOAs and the Condominium Bylaws. The duties of those occupying board member positions include: Establishing the organizations objectives and goals Organizational planning Monitoring and managing financial resources Assessing and developing skills of the property managers and board members Serving on various committees Recruiting new board members as required Promoting the organization or Corporation I*: 2100299 Entity Type: Entity Charitable Name of OBA: Francis Asbury United Methodist Church (FAMM) Address: Virginia Beach, VA 23454 Investment Related: No Position, Title, Association: Committee Employee Start Date: 11/22/2024 Number of Hours: 8 hrs Number of Hours during trading: 0 Duties: This committee is responsible for managing the congregation's financial resources, ensuring that income and expenses align with our mission and ministry objectives." Additionally, I will be asked to support fundraising. This is an advisory role to the staff and leadership. I*1828280, Entity Type: , Name of OBA: OSC Association , Address: Virginia Beach, Virginia, 23451, Investment Related: N, Position, Title, Association: Committee, Board Member, Employee State Date: 06/21/2025, No Hours: 10 Monthly, No Hours during Trading: 0 Monthly, Duties: The board represent the interests of all owners in a community. The fundamental goal of board members and their collective decisions are to serve the corporation and the members they represent. Board member positions are elected by owners in accordance with HOAs and the Condominium Bylaws. The duties of those occupying board member positions include: Establishing the organization's objectives and goals Organizational planning, Monitoring and managing financial resources, Assessing and developing skills of the property managers and board members, Serving on various committees, Recruiting new board members as required, Promoting the organization or Corporation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-15 |
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