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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-04-07 |
| TX | RA | APPROVED | 2022-10-13 |
Branch Locations
11333 Mccormick Rd Ci Client Services, Hunt Valley, MD 21031 • United States
401 N Tryon St Ci Client Services, Charlotte, NC 28255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lincoln | RI | 06/2022 | Present |
| College Of Charleston | Charleston | SC | 08/2018 | 05/2022 |
| Acoaxet Club | Westport | MA | 05/2014 | 09/2018 |
| Bank Of America, N.A. | Lincoln | RI | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-23 |
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