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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-03-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Winston Salem | NC | 02/2013 | 10/2016 |
| Suntrust Bank | Greensboro | NC | 10/2016 | 11/2022 |
| Suntrust Investment Services,Inc | Atlanta | GA | 10/2016 | 11/2022 |
| Suntrust Advisory Services, Llc | Atlanta | GA | 10/2016 | 11/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greensboro | NC | 11/2022 | Present |
I*1857258, Entity Type: Entity For Profit Name of OBA: Happy Ours Properties, LLC Address: high point, NC 27265 Investment Related: N Position, Title, Association: General Partner/Managing Member Employee Start Date: 05/01/2024 No Hours: No Hours during trading: 1 Duties: co-managing member with spouse purchase of residential condo with potential rental income
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-03 |
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