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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-04-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Durham | NC | 09/2015 | 01/2017 |
| Us Army Reserve - A Co 3-518Th In Reg | Hickory | NC | 09/2008 | 09/2024 |
| Wells Fargo Clearing Services, Llc | Raleigh | NC | 06/2017 | 06/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 07/2018 | 09/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 10/2024 | Present |
| Bank Of America | Charlotte | NC | 06/2024 | 10/2024 |
| Webster University | St Louis | MO | 01/2021 | 10/2023 |
I*2239280, Entity Type: , Name of OBA: M Estate, Address: York , South Carolina, 29745, Investment Related: N, Position, Title, Association: Executor//Trustee, Employee Start Date: 03/28/2025, No Hours: 40 Yearly, No Hours during Trading: 2 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-08 |
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