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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-17 |
| SC | RA | APPROVED | 2022-10-12 |
| NC | RA | APPROVED | 2022-10-03 |
Branch Locations
13510 Ballantyne Corporate Pl, Charlotte, NC 28277 • United States
3455 Peachtree Rd Ne Division - Southeast, Atlanta, GA 30326 • United States
Waxhaw, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 04/2011 | 02/2018 |
| United States Air Force | Willow Grove | PA | 08/2005 | Present |
| Bank Of America, N.A. | New York | NY | 09/2011 | 02/2018 |
| Ubs Financial Services Inc. | Charlotte | NC | 03/2018 | 04/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 04/2022 | Present |
UNITED STATES AIR FORCE Horsham PASINCE 08-2008Intelligence AnalystNumber of hours/month devoted: 24 hours/ 2 work days monthly devoted to Air National Guard trainingI* 1622270For profit or not for profit: Name of outside business organization: MML Venture Partners LLCInvestment related: noAddress of business: Waxhaw, NCNature of business: Limited Liability CompanyPosition, title, association: OwnerStart date of relationship: 08/31/2023Number of hours devoted: 2 weeklyNumber of hours devoted during trading hours: 0Duties: Real estate, property rental LLC. Family business operated by my wife. The LLC was created under both our names but since I work full time I will not be operating the business during the work week. I would only be helping the business on weekends. I*: 357359 Entity Type: Name of OBA: Pennsylvania Air National Guard Address: Horsham, PA 19044 Investment Related: n Position, Title, Association: Other Employee Start Date: 03/31/2005 No Hours: 24hr/mo No Hours during trading:0 Duties: responsible for collecting, analyzing, and interpreting real-time intelligence data gathered, utilizing various sensor systems to identify, track, and assess potential threats, providing critical information to decision-makers during ongoing operations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-27 |
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