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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-04-28 |
| TX | RA | APPROVED_RES | 2023-04-28 |
Branch Locations
401 N Tryon St Ci Relationship Management, Charlotte, NC 28255 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Best Buy | Myrtle Beach | SC | 03/2020 | 05/2021 |
| Publix | Ocean Isle Beach | NC | 02/2020 | 03/2020 |
| Food Lion | Sunset Beach | NC | 01/2020 | 02/2020 |
| Teleflex | Maple Grove | MN | 11/2018 | 04/2019 |
| Salesforce | San Francisco | CA | 06/2014 | 09/2018 |
| Unemployed | San Francisco | CA | 09/2018 | 11/2018 |
| Unemployed | San Jose | CA | 04/2019 | 09/2019 |
| The Mattress Capital | North Myrtle Beach | SC | 09/2019 | 12/2019 |
| The Vanguard Group, Inc. | Charlotte | NC | 09/2021 | 02/2023 |
| The Boundary House | Calabash | NC | 05/2021 | 07/2021 |
| Self Employed | Charlotte | NC | 08/2021 | 12/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 02/2023 | Present |
| Bank Of America N.A. | Charlotte | NC | 04/2023 | Present |
I*1926316Entity Type, Name of OBA: Entity For Profit,Entity Publicly TradedLyftAddress: New YorkNew York10001Investment Related: NoPosition, Title, Association: Consultant/Independent ContractorEmployee Start Date: 07/27/2024No Hours: 16No Hours during trading: 0Duties: DriverI*1932321, Entity Type Entity For Profit, Entity Publicly Traded, Name of OBA: Uber Address: San FranciscoCalifornia94158 Investment Related :No Position, Title, Association: Consultant/Independent Contractor Employee Start Date:07/31/2024 No Hours: 10 weekly No Hours during trading: 0 Duties:Drive for Uber I*3639269 Entity Type: Entity For Profit,Entity Publicly Traded Name of OBA: amazon Address: Seattle, Washington, 98108-1226 Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 01/26/2026 Number of Hours: 10, Weekly Number of Hours during trading: 0, Weekly Duties: DELIVER PACKAGES DRIVE A CAR AND DELIVER PACKAGES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-12 |
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