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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-11-26 |
| TX | RA | APPROVED_RES | 2024-10-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Doordash | Hilton Head Island | SC | 05/2019 | 05/2021 |
| Wells Fargo | Hilton Head | SC | 04/2021 | 11/2021 |
| Mellow Mushroom | Hilton Head | SC | 05/2017 | 08/2017 |
| College Of Charleston | Charleston | SC | 08/2016 | 05/2017 |
| College Of Charleston | Charleston | SC | 08/2017 | 05/2018 |
| Unemployed | Hilton Head | SC | 06/2018 | 05/2019 |
| Pruco Securities, Llc. | Bluffton | SC | 05/2021 | 12/2021 |
| Pruco Securities Llc | Mt. Pleasant | SC | 02/2022 | 05/2023 |
| The Prudential Insurance Company Of America | Mt. Pleasant | SC | 03/2022 | 05/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hilton Head Island | SC | 09/2023 | Present |
| Unemployed | Hilton Head | SC | 06/2023 | 08/2023 |
Entity Type: For Profit Name of OBA: Doordash Address:Hilton Head, SC Investment Related:no Position, Title, Association:Food Delivery Start Date:05/22/2023 No Hours: 60 hours No Hours during trading:60 hours Duties:Food courier Entity Type: For Profit Name of OBA: Uber Eats Address:Hilton Head, SC Investment Related:No Position, Title, Association:Food Delivery Start Date:05/22/2023 No Hours: 60 hours No Hours during trading:60 hours Duties:Food courier
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-22 |
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