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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-12 |
| NC | RA | APPROVED | 2026-04-24 |
Branch Locations
6805 Carnegie Boulevard Suite 400, Charlotte, NC 28211 • 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 | 07/2022 | 04/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 06/2021 | 08/2021 |
| Shine Salon | Charlotte | NC | 06/2019 | 08/2019 |
| Myers Park High School | Charlotte | NC | 08/2014 | 06/2018 |
| Washington And Lee University | Lexington | VA | 09/2018 | 05/2022 |
| Foxcroft Hills Swim Club | Charlotte | NC | 05/2019 | 06/2020 |
| Bank Of America, N.A. | Charlotte | NC | 11/2022 | 04/2026 |
| Morgan Stanley | Charlotte | NC | 04/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-19 |
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