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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-07-26 |
| SC | RA | APPROVED | 2012-07-06 |
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 Incorporated | Sumter | SC | 03/2012 | Present |
| Bank Of America, N.A. | Sumter | SC | 08/2012 | Present |
I*: 1767293 Entity Type: Entity Charitable Name of OBA: Upstate Warrior Solution Address: Greenville, SC Investment Related: No Position, Title, Association: Board Member Employee Start Date: 04/18/2024 Number of Hours: 40 hrs mthly Number of Hours during trading: 4 hrs mthly Duties: General Board Member
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-03 |
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