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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-08-02 |
| NC | RA | APPROVED | 2024-07-23 |
Branch Locations
13510 Ballantyne Corporate Pl, Charlotte, NC 28277 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brighthouse Financial | Charlotte | NC | 06/2019 | 04/2021 |
| University Of North Carolina At Charlotte | Charlotte | NC | 08/2016 | 05/2019 |
| Enterprise Data Technology And Systems | Lincolnshire | IL | 05/2017 | 08/2019 |
| The Vanguard Group, Inc. | Charlotte | NC | 04/2021 | 11/2021 |
| Aptive Environmental | Tukwila | WA | 05/2018 | 08/2018 |
| Fred Alger And Company, Llc | New York | NY | 01/2022 | 05/2024 |
| Unemployed | Fayetteville | NC | 12/2021 | 12/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 06/2024 | Present |
| University Of North Carolina At Charlotte | Charlotte | NC | 01/2020 | 07/2021 |
| Bank Of America, N.A. | Charlotte | NC | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-31 |
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