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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-10-18 |
| VA | RA | APPROVED | 2021-10-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Radford University | Radford | VA | 08/2013 | 07/2018 |
| First Command | Fort Worth | TX | 12/2017 | 11/2018 |
| First Command Financial Planning, Inc | Fort Worth | TX | 11/2018 | 11/2019 |
| First Command Advisory Services, Inc. | Fort Worth | TX | 11/2018 | 11/2019 |
| First Command Insurance Services, Inc | Fort Worth | TX | 11/2018 | 11/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Glen Allen | VA | 04/2020 | Present |
| Bank Of America | Mechanicsville/Chesterfield | VA | 04/2020 | 08/2021 |
| Unemployed | Chester | VA | 11/2019 | 04/2020 |
| Bank Of America, N.A. | Glen Allen | VA | 10/2021 | Present |
I*2786315 Entity Type: N/A Name of OBA:Rental Property 1 Address:Richmond Virginia Investment Related:No Position, Title, Association:Co-owner with non-family members Start Date:10/01/2025 No Hours: 1 Monthly No Hours during trading:0 Monthly Duties:N/A
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-03 |
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