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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-27 |
| TX | RA | APPROVED | 2026-08-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities | Charlotte | NC | 06/2016 | 05/2020 |
| Sun Trust Investment Services | Charlotte | NC | 05/2020 | 08/2026 |
| Suntrust Advisory Services, Inc | Atlanta | GA | 05/2020 | 08/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 08/2026 | Present |
CHARLOTTE ECONOMICS CLUB POSITION: Treasurer NATURE: The Charlotte Economics Club's mission is to provide leadership in the use and understanding of economic information and industry trends that affect our region's economic growth. The Charlotte Economics Club (CEC) is an affiliate of the National Association of Business Economics (NABE). Our members include a variety of professionals in business, government, academia and nonprofit organizations from the greater Charlotte metropolitan area. The CEC hosts monthly luncheon meetings concerning and surrounding the following topics: -Public policy issues -Regional economic growth -Securities, investment and finance -International trade -Real Estate and land use -Environmental issues -Local business and industry INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: Charlotte NC, United States DESCRIPTION: Act as treasurer for the club paying vendors and allocating dues from members for events. AMERICAN CANCER SOCIETY POSITION: Ambassador NATURE: Serving on the board of ambassadors to engage community involvement in the organization's annual gala. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 08/11/2023 ADDRESS: Charlotte NC, United States DESCRIPTION: Using my personal network to bring more involvement to the gala fundraiser. CROHN'S & COLITIS FOUNDATION POSITION: Board member NATURE: We are a non-profit, volunteer-fueled organization dedicated to finding cures for Crohn's disease and ulcerative colitis, and improving the quality of life of children and adults affected by these diseases. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: Charlotte NC, United States DESCRIPTION: Assist in Foundation outreach and planning.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-15 |
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