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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-07-19 |
| SC | RA | APPROVED | 2023-03-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Columbia | SC | 08/2016 | 04/2020 |
| Capital City Financial Partners (Ian) | Columbia | SC | 05/2020 | 09/2021 |
| United Brokerage Services Inc | Cayce | SC | 09/2021 | 01/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbia | SC | 01/2023 | Present |
| Bank Of America N.A. | Columbia | SC | 04/2023 | Present |
I*3775265, Entity Type: For Profit, Name of OBA: Online sales/ general, Address: West Columbia, South Carolina, 29169, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 02/23/2026, No Hours: 2 Weekly, No Hours during Trading: 0 Weekly, Duties: My personal time outside of work- posting things online during evenings and weekends. It is me personally- selling items I own already, no outside organization is involved. I*4924268 Entity Type: Rental Property Name of OBA: Rental Property - 14-Jul-26 - 1 Address: West columbia, South Carolina, 29169 Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 08/01/2026 Number of Hours: 1, Monthly Number of Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-15 |
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