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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-08-08 |
| NC | RA | APPROVED | 2012-02-21 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch Pierce, Fenner & Smith, Inc. | Greensboro | NC | 10/2011 | Present |
| Bank Of America, N.A. | Greensboro | NC | 03/2012 | Present |
I*1900258 Entity Charitable Name of OBA: Family Services of the Piemont Address: Greensboro, North Carolina, 27401 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 07/01/2024 No Hours: 2 No Hours during trading: 0 Duties: Board Member. Focus on rebuilding safe and healthy families after traumatic events.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-02-17 |
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