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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-05 |
| NC | RA | APPROVED | 2026-05-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Raleigh | NC | 04/2026 | Present |
| Unemployed | Atlanta | GA | 03/2018 | 06/2018 |
| Darden Restaurants Inc | Wilson | NC | 08/2019 | 05/2020 |
| Trinet Hr Corporation / Grameen America Inc | Raleigh | NC | 04/2024 | 12/2025 |
| Fedex Corporate | Raleigh | NC | 04/2024 | 01/2025 |
| Fedex Ground | Durham | NC | 01/2019 | 03/2019 |
| Ups | Raleigh | NC | 10/2018 | 12/2018 |
| Bank Of America, N.A. | Raleigh | NC | 05/2026 | Present |
| First Citizens Investor Services | Raleigh | NC | 07/2021 | 05/2023 |
| First Citizens Bank | Cary | NC | 03/2021 | 05/2023 |
| Wells Fargo Bank | Cary | NC | 07/2018 | 03/2021 |
| Delta Air Lines | Atlanta | GA | 04/2015 | 02/2018 |
| Thrivent Investment Management Inc | Minneapolis | MN | 12/2024 | 12/2025 |
| Zia Motors | Durham | NC | 05/2023 | 05/2024 |
| Grameen America | Raleigh | NC | 04/2024 | 11/2025 |
| Thrivent Financial | Appleton | WI | 12/2024 | 04/2025 |
| Thrivent Financial | Appleton | WI | 04/2025 | 12/2025 |
| New York Life Insurance Company | Raleigh | NC | 01/2026 | 04/2026 |
| Nylife Securities Llc | Raleigh | NC | 02/2026 | 04/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-16 |
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