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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-30 |
| NC | RA | APPROVED | 2022-07-01 |
Branch Locations
100 N Tryon St, Charlotte, NC 28202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 12/2020 | Present |
| Northwestern Mutual | Cincinnati | OH | 05/2020 | 12/2021 |
| Xavier University | Cincinnati | OH | 08/2019 | 05/2020 |
| Blue Cross Blue Shield | Detroit | MI | 05/2019 | 08/2019 |
| Brand Rpm | Charlotte | NC | 05/2018 | 08/2018 |
| The Fresh Market | Cornelius | NC | 05/2017 | 08/2017 |
| Xavier University | Cincinnati | OH | 08/2016 | 05/2020 |
| Harris Teeter | Cornelius | NC | 06/2014 | 08/2017 |
| Bank Of America, N.A. | Charlotte | NC | 03/2022 | Present |
I*1685273, Entity Type: Entity Not for Profit, Name of OBA: Xavier University Alumni , Address: Cincinnati,Ohio 45207, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 02/10/2024, No Hours: 0, No Hours during trading: 0, Duties: It is just a communications role. Send out Emails. Schedule volunteer events. The University will sometimes send me shirts that I can hand out to the Alumni
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-29 |
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