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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2026-06-17 |
| ID | RA | APPROVED | 2025-08-29 |
| TN | RA | APPROVED | 2008-08-18 |
| TX | RA | APPROVED | 2008-08-15 |
Branch Locations
6060 Poplar Ave, Memphis, TN 38119 • United States
Oxford, MS • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Germantown | TN | 08/2008 | Present |
| Bank Of America,Na | Germantown | TN | 12/2009 | Present |
I*27169For profit or not for profit: For-Profit OrganizationName of outside business organization: Boys and Girls ClubInvestment related: YAddress of business:Memphis, Tennessee 38104Nature of business: Charitable Organization,Position, title, association: Advisory Board Member, Start date of relationship: 6/1/2009Number of hours devoted: 10 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: Advisory Board Member to help kids I*3841296 Entity Type: N/A Name of OBA: Sigma Alpha Epsilon, Mississippi Gama Houisng Corportation Address: University, Mississippi, 38677 Investment Related: No Position, Title, Association: N/A Employee Start Date: 04/01/2026 Number of Hours: 3, Monthly Number of Hours during trading: 0, Monthly Duties: the organization manages and is building a new fraternity house. It is located at the University of Mississippi attend board meetings, help with budget and maintenance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-29 |
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