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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-07-29 |
| TX | RA | APPROVED | 2016-09-12 |
| SC | RA | APPROVED | 2016-07-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greenville | SC | 04/2016 | Present |
| Bank Of America, N.A. | Columbia | SC | 09/2016 | Present |
| Bank Of America, N.A. | Greenville | SC | 12/2025 | Present |
I*132180For profit or not for profit: For-Profit OrganizationName of outside business organization: LLCInvestment related: NAddress of business: Columbia, South Carolina 29206Nature of business: LLC,Position, title, association: Other, Purely a passive investor, similar to LPStart date of relationship: 9/1/2020Number of hours devoted: 1 hour(s) AnnuallyNumber of hours devoted during trading hours: 0Duties: Myself and two other individuals are forming an LLC and purchasing a commercial real estate property in Columbia SC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-26 |
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