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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2012-06-25 |
Branch Locations
100 N Tryon St, Charlotte, NC 28255 • United States
One Bryant Park, New York, NY 10036 • 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 | 01/2008 | Present |
I*5593269 Entity Type: N/A Name of OBA: Charlotte Mecklenburg Schools Address: MATTHEWS, North Carolina, 28105 Investment Related: No Position, Title, Association: N/A Employee Start Date: 09/18/2026 Number of Hours: 2, Monthly Number of Hours during trading: 0, Monthly Duties: This will be a role on an advisory board specific to the Academically or Intellectually Gifted (AIG) program at Matthews, NC schools. AIG teachers and classroom teachers work together to meet the advanced learning needs of gifted and advanced learners by differentiating, or providing targeted resources, within the instructional time in a separate setting. Help with gifted identification criteria, programming/curriculum instruction criteria, and program accountability criteria.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 2007-01-11 |
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