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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-10-18 |
| NC | RA | APPROVED | 2017-10-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Raleigh | NC | 06/2017 | Present |
| University Of Wisconsin | Madison | WI | 09/2015 | 05/2017 |
| Bank Of America, N.A. | Raleigh | NC | 07/2018 | Present |
I*124319 For profit or not for profit: Non-Profit Organization Name of outside business organization: Rotary Club of North Raleigh Investment related: N Address of business: Raleigh, North Carolina 27609 Nature of business: Charitable Organization, Position, title, association: Director, Start date of relationship: 6/19/2019 Number of hours devoted: 12 hour(s) Monthly Number of hours devoted during trading hours: 2 Duties: President-Elect of the North Raleigh Rotary Club. Will be responsible for planning the club's fundraiser for the year.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-19 |
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