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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-24 |
| VA | RA | APPROVED | 2024-09-19 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lynchburg | VA | 05/2024 | Present |
| Woodforest National Bank | Salem | VA | 11/2022 | 05/2024 |
| The Fresh Market | Roanoke | VA | 05/2018 | 06/2023 |
| Town Kitchen &Amp; Provisions | Bedford | VA | 03/2013 | 02/2018 |
| Big Lick Brewing Company, Llc. | Roanoke | VA | 03/2018 | 10/2018 |
| Haywire Hospitality, Llc | Petersburg | VA | 11/2017 | 02/2018 |
| Beales, Llc | Bedford | VA | 05/2017 | 11/2017 |
| Millstone Tea Room, Inc. | Bedford | VA | 05/2001 | 02/2018 |
| Bank Of America, N.A. | Lynchburg | VA | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-26 |
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