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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2020-06-17 |
| TX | RA | APPROVED_RES | 2020-06-12 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Johnson City | TN | 09/2013 | 11/2016 |
| Cary Street Partners | Kingsport | TN | 03/2017 | 06/2020 |
| Unemployed | Kingsport | TN | 11/2016 | 03/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bristol | TN | 06/2020 | Present |
| Bank Of America, N.A. | Bristol | TN | 09/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-22 |
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