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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-05-09 |
| NC | RA | APPROVED | 2008-07-16 |
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 | Charlotte | NC | 06/2008 | Present |
| Bank Of America,Na | Charlotte | NC | 11/2009 | Present |
I*30628For profit or not for profit: Non-Profit OrganizationName of outside business organization: Waxhaw Weddington Rotary ClubInvestment related: NAddress of business:Waxhaw, North Carolina 28173Nature of business: Charitable Organization,Position, title, association: Committee Member, Start date of relationship: 1/1/2009Number of hours devoted: 5 hour(s) MonthlyNumber of hours devoted during trading hours: 1Duties: Advisory Board Member Community service I*3217279, Entity Type: , Name of OBA: Rental Property 1, Address: Draper, Virginia, 24324, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee State Date: 11/25/2025, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-05 |
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