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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-01-12 |
Branch Locations
9000 Southside Blvd Central Business Review Unit, Jacksonville, FL 32256 • United States
620 S Tryon St Central Business Review Unit, Charlotte, NC 28255 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bike Source | Charlotte | NC | 03/2003 | 11/2022 |
| Wells Fargo Advisors Llc | Charlotte | NC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 11/2016 | 11/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 11/2022 | Present |
BIKE SOURCE, NOT INV RELATED, CHARLOTTE, NC, BICYCLE MECHANIC; START 3/1/2003, 6 HOURS PER MONTH, ZERO DURING TRADING, REPAIR AND SELL BICYCLES. RENTAL PROPERTY; INV RELATED; HUNTERSVILLE, NC; 100% OWNERSHIP; START 4/1/2010; 1 HOURS PER MONTH, 1 HOUR DURING TRADING; OWNER, MANAGED BY REAL ESTATE MANAGEMENT COMPANY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-14 |
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