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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-01 |
| NC | RA | APPROVED | 2023-02-28 |
Branch Locations
110 E 36Th St, Charlotte, NC 28206 • United States
150 N College St, Charlotte, NC 28255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services Llc | Charlotte | NC | 07/2021 | 12/2022 |
| Mid-America Apartment Communities | Charlotte | NC | 07/2020 | 07/2021 |
| Greystar | Charlotte | NC | 06/2019 | 07/2020 |
| Peak Campus | Charlotte | NC | 04/2018 | 06/2019 |
| Pierce Education Properties | Gainesville | FL | 10/2017 | 12/2017 |
| Collier Companies/ Peak Campus | Charlotte | NC | 03/2016 | 08/2017 |
| Unemployed | Gainesville | FL | 08/2017 | 10/2017 |
| Unemployed | Charlotte | NC | 01/2018 | 03/2018 |
| Digital Intelligence Systems Llc | Mclean | VA | 07/2021 | 12/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 12/2022 | Present |
| Bank Of America, N.A. | Charlotte | NC | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-05 |
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