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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-01 |
| SC | RA | APPROVED | 2022-11-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kit Thrash Property Management | Charleston | SC | 05/2016 | 08/2019 |
| Sound Isolation Company | Charlotte | NC | 06/2017 | 12/2017 |
| Terrace Dining Room | Raleigh | NC | 01/2020 | 03/2020 |
| Varda Partners | Charlotte | NC | 05/2020 | 08/2020 |
| Ubs Financial Services Inc. | Charlotte | NC | 02/2021 | 09/2022 |
| North Carolina State University | Raleigh | NC | 08/2015 | 12/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mount Pleasant | SC | 10/2022 | Present |
| Royal Parking Systems | Charlotte | NC | 05/2017 | 06/2017 |
| Bank Of America N.A. | Mount Pleasant | SC | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-30 |
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