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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-06-22 |
| TX | RA | APPROVED | 2022-06-28 |
Branch Locations
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 |
| Prime Meridian Bank | Tallahassee | FL | 06/2020 | 11/2020 |
| Florida State University | Tallahassee | FL | 08/2017 | 05/2020 |
| Self | Tallahassee | FL | 06/2017 | 07/2017 |
| University Of North Carolina At Greensboro | Greensboro | NC | 08/2016 | 05/2017 |
| Bank Of America, N.A. | Charlotte | NC | 03/2022 | Present |
I*1632258, Name of OBA: Rental Property 1 Address:Charlotte,NC Investment Related: NO Position, Title, Association: Sole owner Employee Start Date: 01/01/2024 No Hours:Monthly No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-02 |
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