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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-09-15 |
| NC | RA | APPROVED | 2022-08-17 |
Branch Locations
150 N College St, Charlotte, NC 28255 • United States
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 | Boston | MA | 10/2015 | 04/2021 |
| Holiday Seasonal Sales | Jacksonville | FL | 04/2011 | 10/2016 |
| Designed Events | Jacksonville | FL | 05/2014 | 11/2016 |
| Bank Of America, Na | Boston | MA | 10/2015 | 04/2021 |
| Fidelity Investments | Charlotte | NC | 04/2021 | 06/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 07/2022 | Present |
I*: 2658282 Entity Type: Rental Property Name of OBA: Rental Property 1 Address: Charlotte, NC 28205 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 09/01/2025 Number of Hours: 1 hr mthy Number of Hours during trading: 0 Duties: Co-owner with other family members of rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-14 |
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