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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-12 |
| NC | RA | APPROVED | 2023-04-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2018 | 07/2019 |
| Pepsico | Winston-Salem | NC | 06/2015 | 10/2018 |
| Wells Fargo Bank, Na | Greensboro | NC | 08/2019 | 03/2023 |
| Wells Fargo Clearing Services, Llc | Greensboro | NC | 08/2019 | 03/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greensboro | NC | 03/2023 | Present |
| Bank Of America, N.A. | Greensboro | NC | 05/2023 | Present |
I*: 1238278 Entity Type: Entity For Profit Name of OBA: THIRTEEN TWENTY EIGHT LLC Address: Lexington, NC Investment Related: No Position, Title, Association: General Partner/Managing Member,Ow Employee Start Date: 10/25/2021 Number of Hours: 10 hrs mthly Number of Hours during trading: 0 Duties: The purpose of the entity is to separate income received from any real estate transactions. This would include transactions such as purchasing and renovating investment properties to sell, purchasing properties to rent to long-term and short-term tenants. I*1407278 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Lexington, North Carolina, 27295, United States Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 8/1/2023 Number of hours devoted: 3 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: ,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-13 |
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