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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-10-31 |
| VA | RA | APPROVED | 2024-10-31 |
| TX | RA | APPROVED | 2020-09-29 |
| NC | RA | APPROVED | 2020-03-12 |
Branch Locations
50 N Laura St, Jacksonville, FL 32202 • United States
Huntersville, NC • United States
401 N Tryon St, Charlotte, NC 28255 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
500 State St, Bristol, TN 37620 • United States
206 Princeton Rd, Johnson City, TN 37601 • United States
110 Franklin Rd Se, Roanoke, VA 24011 • United States
1705 Enterprise Dr, Lynchburg, VA 24502 • United States
7 Sheridan Sq, Kingsport, TN 37660 • United States
380 Knollwood St, Winston Salem, NC 27103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Huntersville | NC | 09/2014 | Present |
I*10984 For profit or not for profit: Name of outside business organization: Rental Property Investment related: Address of business: huntersville, North Carolina 28078 Nature of business: , Position, title, association: , Start date of relationship: 8/1/2021 Number of hours devoted: 0 hour(s) Number of hours devoted during trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-11 |
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