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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-19 |
| GA | RA | APPROVED | 2022-02-03 |
| TX | RA | APPROVED_RES | 2022-01-27 |
| SC | RA | APPROVED | 2022-01-26 |
Branch Locations
620 S Tryon St, Charlotte, NC 28255 • United States
Mooresville, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Beachwood | OH | 03/2012 | 11/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbia | SC | 11/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-19 |
| S66 | Uniform Combined State Law Examination | 2003-08-01 |
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