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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2009-02-20 |
| NC | RA | APPROVED | 2002-03-28 |
Branch Locations
8015 W Kenton Cir, Huntersville, NC 28078 • United States
Davidson, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith, Inc. | Charlotte | NC | 05/2000 | Present |
| Bank Of America, N.A. | Huntersville | NC | 06/2011 | Present |
I*496359, Entity Type: Entity For Profit, Name of OBA: House, Address: Weddington, North Carolina 28104, Investment Related: N, Position, Title, Association: Owner, Employee Start Date: 01/03/2005, No Hours: 1, No Hours during trading: 0, Duties: Owner of Rental Property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-10-27 |
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