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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-02 |
| TX | RA | APPROVED_RES | 2012-10-15 |
| KY | RA | APPROVED | 2009-10-23 |
| NC | RA | APPROVED | 2009-10-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 10/2009 | Present |
| Bank Of America, Na | Charlotte | NC | 11/2009 | Present |
I*6299 Entity Type: Rental property Name of outside business organization: 1008 Parkwood Ave Address of business: Charlotte, North Carolina 28270 Position, title, association: Co-owner with other family members Start date of relationship: 6/11/2018 Number of hours devoted: 8 hours Number of hours devoted during trading hours: 0 Duties: Co-owner with other family members of rental property I*1023529 Entity Type: Rental Property Name of outside business organization: Rental Property 1 Investment related: No Address of business: Livonia, New York, 14487 Position, title, association: Sole owner Start date of relationship: 8/3/2022 Number of hours devoted: 20 hours Yearly Number of hours devoted during trading hours: 0 Duties: Owner of rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-15 |
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