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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-10 |
| NC | RA | APPROVED | 2023-04-03 |
Branch Locations
1123 Military Cutoff Rd, Wilmington, NC 28405 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| South Columbus High School | Tabor City | NC | 08/2013 | 01/2017 |
| Whaley & Son Construction | Nakina | NC | 01/2017 | 01/2020 |
| Carolina Financial Services Group | Greenville | NC | 01/2020 | 01/2021 |
| Fidelity Investments | Durham | NC | 07/2021 | 03/2023 |
| Cape Fear Community College | Wilmington | NC | 08/2017 | 06/2018 |
| East Carolina University | Greenville | NC | 08/2018 | 05/2021 |
| East Carolina University | Greenville | NC | 08/2020 | 12/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wilmington | NC | 03/2023 | Present |
| Bank Of America, N.A. | Wilmington | NC | 04/2023 | Present |
I*1965272, Entity Type: Charitable, Name of OBA: The Parks Conservancy of New Hanover County, Address: Wilmington, NC, 28403, Investment Related: No, Position, Title, Association: Board Mbr, Employee Start Date: 10/01/2024, No Hours: 3hrs/Mo, No Hours during trading: 0, Duties: To Care for and improve new Hanover County's parks. I*3943272Entity Type: CharitableName of OBA: Ducks Unlimited WilmingtonAddress: Memphis, Tennessee, 38120Investment Related: NoPosition, Title, Association: Board MemberEmployee Start Date: 04/03/2026Number of Hours: 20, YearlyNumber of Hours during trading: 0Duties: Advocating and assisting with setting up for local events to raise awareness towards the importance of wetlands. Also help set up and volunteer at annual banquets. Board member, non-finance related volunteer opportunities such as setting up local dinner venues. I*4772280, Entity Type: Entity Charitable, Name of OBA: Wilmington, NC Chapter of the ECU Alumni Association, Address: Greenville, North Carolina, 27858, Investment Related: N, Position, Title, Association: ["Officer"], Employee Start Date: 07/31/2026, No Hours: 40 Yearly, No Hours during Trading: 0 Yearly, Duties: Quarterly board meetings, annual volunteer events and networking amongst local alumni. East Carolina University Alumni fundraising and engagement.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-03 |
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