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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-14 |
| SC | RA | APPROVED | 2023-01-31 |
Branch Locations
13510 Ballantyne Corporate Pl, Charlotte, NC 28277 • 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 |
|---|---|---|---|---|
| Edward Jones | Clemson | SC | 02/2015 | 06/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rock Hill | SC | 11/2022 | Present |
| Good Mortgage | Charlotte | NC | 06/2017 | 09/2018 |
| Roundpoint Mortgage Servicing | Charlotte | NC | 10/2018 | 08/2019 |
| Mortgage Investors Group | Charlotte | NC | 11/2019 | 11/2020 |
| Nexera Holding Llc Dba Newif Lending | Charlotte | NC | 12/2020 | 04/2021 |
| Colten Mortgage | Charlotte | NC | 04/2021 | 10/2022 |
| All Western Mortgage | Charlotte | NC | 10/2022 | 11/2022 |
| Bank Of America, N.A. | Rock Hill | SC | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-26 |
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