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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2016-01-04 |
| TX | RA | APPROVED_RES | 2009-01-07 |
| NC | RA | APPROVED | 2008-12-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charleston | SC | 10/2008 | Present |
I*826250For profit or not for profit: Entity For ProfitName of outside business organization: Golf Club at Briars CreekInvestment related: NAddress of business: Johns Island, South Carolina, 29455Nature of business: ["Corporation"]Position, title, association: ["Employee"], Start date of relationship: 4/30/2022Number of hours devoted: 8 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: , Golf Club at Briars is a private golf club offering food service to members. I will assist with special events parties as waitstaff.I*1183247For profit or not for profit: Entity CharitableName of outside business organization: NATIONAL SOCIETY OF THE DAUGHTERS OF THE AMERICAN REVOLUTIONInvestment related: NAddress of business: Charleston, South Carolina, 29403Nature of business: ["Charitable Organization"]Position, title, association: ["Treasurer"], Start date of relationship: 5/1/2023Number of hours devoted: 3 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: , Serve a two year term on the Board of the Eliza Lucas Pinkney Chapter of the SC NATIONAL SOCIETY OF THE DAUGHTERS OF THE AMERICAN REVOLUTION as the Treasurer from May 2024-May 2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-18 |
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