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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-17 |
| VA | RA | APPROVED | 2025-05-01 |
Branch Locations
8332 Old Keene Mill Rd, Springfield, VA 22152 • United States
7400 Little River Tpke, Annandale, VA 22003 • United States
9500 Main St, Fairfax, VA 22031 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vienna | VA | 01/2004 | Present |
| Sheklee | San Francisco | CA | 08/2013 | 11/2024 |
| Bank Of America, N.A. | Vienna | VA | 11/2024 | Present |
I*: 2069265 Name of the other business: Melaleuca Whether the business is investment-related: No investment related. Address of the other business: Idaho Falls ID 83402 Nature of the other business: Consumer goods company that manufactures and distribute health, wellness, and personal care product. Your position: Independent contractor Title, or relationship with the other business Title: Member Start date of your relationship: 10/01/1992 Approximate number of hours/month you devote to the other business: 0 Number of hours you devote to the other business during securities trading hours: 0 Briefly describe your duties relating to the other business: Purchasing monthly set point of product order be member it is potential to make money if work is into the company product sale but not active and just using product. I*: 2069264 Name of the other business: Virginia Agape International Baptist Church Whether the business is investment-related: No investment related. Address of the other business: Springfield VA 22153 Nature of the other businessNo profit southern Baptist church Start date of your relationship: 08/01/2010 Approximate number of hours/month you devote to the other business: 4 Hours mthly Number of hours you devote to the other business during securities trading hours: 0 Briefly describe your duties relating to the other business: What my role from the church is make sure weekly offering (on Sunday afternoon after church service)to be collect and deposit ( Always 3 people does this work make sure no one have any question about the funds) -Then also the week of check need to be issue to the pay bill coming from board person (pastor or elder) than sign the check (who ever available - we have 3 signers in the church account. -That is all I am doing for the volunteer work to the church.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-01 |
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