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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-03 |
| NC | RA | APPROVED | 2025-01-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hendersonville | NC | 08/2022 | Present |
| Jkmilne Asset Management | Fort Myers | FL | 05/2015 | 07/2022 |
| Bank Of America, N.A. | Hendersonville | NC | 04/2025 | Present |
I*: 1997300Entity Type: Entity CharitableName of OBA: Fruitland Baptist Church Address: Hendersonville, NCInvestment Related: NoPosition, Title, Association: CommitteeEmployee Start Date: 09/30/2024Number of Hours: 2 hrs mthlyNumber of Hours during trading: 0 Duties: Primary function is budgeting alongside a team of individuals before congregation vote, entity is a church where I am a member I*2433267, Entity Type: Entity Charitable, Name of OBA: Safelight, Address: Hendersonville, North Carolina, 28739, Investment Related: N, Position, Title, Association: Committee, Employee State Date: 05/02/2025, No Hours: 12 Yearly, No Hours during Trading: 0 Yearly, Duties: Non-profit organization that focuses on healing and informing the community for survivors of violence, abuse and exploitation. Volunteering to help with event coordination and outreach in the community on the organizations' Event Committee. I*3301270, Entity Type: Entity Charitable, Name of OBA: The Storehouse, Address: Hendersonville, North Carolina, 28792, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 01/05/2026, No Hours: 24 Yearly, No Hours during Trading: 24 Yearly, Duties: Board Member, Ministry established for the purpose of providing food and life¿s most basic necessities for those in need in Henderson County
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-12 |
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