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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-14 |
Branch Locations
9000 Southside Blvd Central Business Review Unit, Jacksonville, FL 32256 • United States
620 S Tryon St Central Business Review Unit, Charlotte, NC 28255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Charlotte | NC | 05/2009 | 09/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 09/2016 | Present |
I*2626260, Entity Type: Entity For Profit, Name of OBA: Anastasia Movement Arts, Address: St. Augustine, Florida, 28210, Investment Related: N, Position, Title, Association: Other, Employee State Date: 07/28/2025, No Hours: 2 Weekly, No Hours during Trading: 0 Weekly, Duties: Support only, My spouse's Pilates & Gyro Studio - one on one private sessions
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-31 |
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