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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 |
| NC | RA | APPROVED | 2023-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Durham | NC | 03/2015 | 12/2022 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 12/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chapel Hill | NC | 12/2022 | Present |
| Bank Of America N.A. | Chapel Hill | NC | 01/2023 | Present |
1.For profit or not for profit: not for profit 2.Name of outside business organization: 854 Salem Pointe Place 3.Investment related: NO 4.Address of business (City and State Only): 854 Salem Pointe Place, Apex, NC 27523 5.Nature of business: rental property 6.Position, title, association: N/A 7.Start date of relationship: August 2021 8.Number of hours devoted: 0 9.Number of hours devoted during trading hours: 0 10.Duties: Nothing
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-27 |
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