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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2020-10-01 |
Branch Locations
1301 Gervais St, Columbia, SC 29201 • United States
620 S Tryon St, Charlotte, NC 28255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Columbia | SC | 02/2019 | Present |
| My Carolina Alumni Association/University Of South Carolina | Columbia | SC | 08/2014 | 02/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbia | SC | 02/2019 | Present |
I*135860For profit or not for profit: Non-Profit OrganizationName of outside business organization: SustainSCInvestment related: NAddress of business:Columbia, South Carolina 29206Nature of business: Charitable Organization,Position, title, association: Committee Member, Start date of relationship: 1/31/2021Number of hours devoted: 4 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: Org is focused on aligning the diversity of our state around the future of commerce and conservation. We are mapping a landscape plan to support South Carolina s economic growth, natural resource infrastructure and quality of life. I*3612270 Entity Type: Entity Charitable Name of OBA: South Carolina Banker's Association Address: Columbia, South Carolina, 29201 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 07/01/2026 Number of Hours: 1, Weekly Number of Hours during trading: 1, Weekly Duties: The SCBA is the professional trade association organized to effectively represent the common interest and welfare of the banking industry in South Carolina and to promote the professional development of its members and their employees. Board member of The Emerging Leaders Division. This board is a very active and integral part of the SCBA with the purpose to enhance the welfare of emerging leaders and their banks.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-30 |
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