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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-05-01 |
| NC | RA | APPROVED | 2021-04-30 |
Branch Locations
6805 Carnegie Boulevard Suite 400, Charlotte, NC 28211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird | Charlotte | NC | 06/2014 | 06/2017 |
| Bb&T Securities, Llc | Charlotte | NC | 06/2017 | 02/2021 |
| Truist Investment Services, Inc. | Charlotte | NC | 02/2021 | 04/2021 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 04/2021 |
| Morgan Stanley Smith Barney Llc | Charlotte | NC | 04/2021 | Present |
LA LECHE LEAGUE POSITION: Leader (beginning Sept 2017) NATURE: Mother to mother breastfeeding support. Non-profit. The address and phone information is for the meeting room where we meet monthly and the phone is one of the other leaders. I have been a group mother for many years and plan to become a leader in September 2017. www.lllofnc.org for more information. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 09/16/2017 ADDRESS: 12235 N Community House Rd, Charlotte NC 28277, United States DESCRIPTION: As a leader, I will facilitate discussions between mothers regarding their breastfeeding experience.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-19 |
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