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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-22 |
| VA | RA | APPROVED | 2024-08-05 |
Branch Locations
428 Mclaws Circle Ste 100, Williamsburg, VA 23185 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Williamsburg | VA | 07/2015 | 04/2017 |
| Pnc Bank | Williamsburg | VA | 07/2015 | 04/2017 |
| Massachusetts Mutual Life Insurance Company | Williamsburg | VA | 05/2017 | 06/2017 |
| Mml Investors Services, Llc | Williamsburg | VA | 06/2017 | 01/2019 |
| Wells Fargo Clearing Services, Llc | Williamsburg | VA | 07/2024 | Present |
| Pnc Private Bank | Norfolk | VA | 01/2019 | 07/2024 |
VIRGINIA MUSEUM OF CONTEMPORARY ART, NOT INV RELATED, VIRGINIA BEACH, FL, TREASURER/FINANCE COMMITTEE HEAD, START 6/1/23, 5 HRS PER MONTH, 2 HRS DURIN TRADING, REVEWING CASH FLOW VS EXPENSES AND REVEWING THE PORTFOLIO;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-12 |
| S65 | Uniform Investment Adviser Law Examination | 2008-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-10 |
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