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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-01-03 |
Branch Locations
1301 Gervais St, Columbia, SC 29201 • United States
620 S Tryon St, Charlotte, NC 28255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameris Bank | Columbia | SC | 07/2008 | 03/2019 |
| First Citizens Bank | Columbia | SC | 03/2019 | 07/2022 |
| First Citizens Investor Services | Raleigh | NC | 06/2019 | 07/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbia | SC | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-23 |
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