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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 | 2024-10-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vienna | VA | 12/2014 | Present |
| Bank Of America, N.A. | Vienna | VA | 07/2024 | Present |
I*1895314, Entity Type, Name of OBA: Rental Property 1, Address: Dumfries, VA, 22026, Investment Related: No, Position, Title, Association: Sole Owner, Employee Start Date: 08/01/2023, No Hours: 5hrs/Annually, No Hours during trading: 0, Duties: I own a home in Dumfries VA and it is currently being used as rental property. I*4065266, Entity Type: , Name of OBA: W E, Address: La Plata, Maryland, 20695, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 03/16/2026, No Hours: 0 Monthly, No Hours during Trading: 0 Monthly, Duties: I*4066270, Entity Type: Entity Charitable, Name of OBA: South County Church, Address: Springfield, Virginia, 22150, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 03/22/2026, No Hours: 5 Weekly, No Hours during Trading: 0 Weekly, Duties: Advisory Member for church, Assist with decision making on planning activities, Growth/Service Opportunities in the Community, Prayer Meetings Organizer, Assembly of God Church
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-30 |
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