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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-02-11 |
| NC | RA | APPROVED | 2013-11-11 |
Branch Locations
13510 Ballantyne Corporate Pl, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 10/2013 | Present |
| Bank Of America, N.A. | Charlotte | NC | 12/2013 | Present |
FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: B W HANEY & ASSOCIATES LLC INVESTMENT RELATED: N ADDRESS OF BUSINESS: CHARLOTTE, NORTH CAROLINA 28277 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: CONSULTANT, START DATE OF RELATIONSHIP: 12/15/2011 NUMBER OF HOURS DEVOTED: 0 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: ESTABLISHDED FOR FINDERS FEES FOR LED LIGHTING AND OTHER BUSINESS FOR WIFE AND I. THE BUSINESS HAS NOT EVOLVED AND WE ARE NOT ACTIVILY INVOLVED. I*120912 For profit or not for profit: For-Profit Organization Name of outside business organization: Loadgistics LLC Investment related: N Address of business: Charlotte, North Carolina 28213 Nature of business: LLC, Position, title, association: Consultant, Start date of relationship: 3/1/2019 Number of hours devoted: 5 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Transportation Load logistic for construction, material industries. Consulting on business development, vision and strategy
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-21 |
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