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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-30 |
| NC | RA | APPROVED | 2023-03-27 |
Branch Locations
2170 Satellite Blvd Retirement & Personal Wealth Solutions, Duluth, GA 30097 • United States
620 S Tryon St, Charlotte, NC 28255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Great-West Life & Annuity Ins Co / Empower Retirement | Greenwood Village | CO | 01/2004 | 06/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 10/2022 | Present |
| Williams Sonoma | Indian Trail | NC | 09/2022 | 10/2022 |
| Unemployed | Greenwood Village | CO | 05/2021 | 09/2022 |
Notary Now - notary public offering notary services2633 Manor Stone WayIndian Trail, NC 28079President/CEO 02/2021less than 5 hours monthly as needed. 0 hours during business hoursnon-investment related I*1055380 Entity For Profit Name of OBA: Notary Now LLC Address: Indian Trail, North Carolina, 28079 Investment Related: No Position, Title, Association: Owner Employee Start Date: 07/25/2022 No Hours: 5 No Hours during trading: 0 Duties: Notary Public non-real estate or investment transaction related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2004-04-19 |
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