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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2020-05-13 |
| TX | RA | APPROVED_RES | 2020-05-11 |
Branch Locations
9000 Southside Blvd Global Human Resources- The Academy, Jacksonville, FL 32256 • United States
7921 Providence Rd, Charlotte, NC 28277 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American United Life | Charlotte | NC | 10/2015 | 03/2019 |
| Oneamerica Securities | Charlotte | NC | 12/2015 | 01/2018 |
| Fifth Third Bank | Charlotte | NC | 03/2019 | 04/2020 |
| Fifth Third Securities | Charlotte | NC | 03/2019 | 04/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Monroe | NC | 04/2020 | Present |
| Bank Of America, N.A. | Monroe | NC | 04/2020 | Present |
| Arthur's At Belk | Charlotte | NC | 10/2017 | 08/2018 |
I*, 2118273 Entity Type: Entity For Profit Name of OBA: Lil & Clem Sales, LLC. Address: Charlotte, NC 28277 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 12/07/2024 No Hours: 1hr per week No Hours during trading: 0 Duties: Assisting wife with Bill Pay responsibilities for her sales business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2009-09-22 |
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