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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-04 |
| VA | RA | APPROVED | 2024-08-31 |
Branch Locations
999 Waterside Dr, Norfolk, VA 23510 • United States
2829 Guardian Lane, Virginia Beach, VA 23452 • 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 | 04/2024 | Present |
| Norfolk Admirals | Norfolk | VA | 11/2023 | 04/2024 |
| Max Media | Virginia Beach | VA | 02/2023 | 07/2023 |
| Loanstreet | New York | NY | 11/2021 | 01/2023 |
| Meltwater | Miami | FL | 06/2021 | 11/2021 |
| Unemployed | Norfolk | VA | 09/2017 | 06/2021 |
| Vector Marketing | Virginia Beach | VA | 05/2017 | 09/2017 |
| Unemployed | Norfolk | VA | 08/2016 | 05/2017 |
| Norfolk Admirals | Norfolk | VA | 06/2023 | 11/2023 |
| Hampden Sydney College | Farmville | VA | 08/2016 | 05/2021 |
| Bank Of America, N.A. | Vienna | VA | 06/2024 | Present |
I*: 2583259Entity Type: CharitableName of OBA: Downtown Norfolk Civic LeagueAddress: Norfolk, VA 23510Investment Related: NoPosition, Title, Association: Board MemberEmployee Start Date: 07/04/2025Number of Hours: 1 hr wklyNumber of Hours during trading: 0 Duties: Improve the quality of life in Downtown Norfolk. Participate as a board member on organization mission and objectives I*4520285 Entity Type: Entity Charitable Name of OBA: Virginia Opera Beer, Wine and Spirits Tasting Event Address: Norfolk, Virginia, 23510 Investment Related: No Position, Title, Association: Other Employee Start Date: 09/25/2026 Number of Hours: 1, Weekly Number of Hours during trading: 0, Weekly Duties: The purpose of this specific event is to reach members of the community who would not normally attend an opera at the Harrison Opera House. Chair, guiding the direction of what the event will look like this year.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-30 |
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