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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2026-08-24 |
| TX | RA | APPROVED | 2023-08-01 |
| NC | RA | APPROVED | 2023-06-20 |
Branch Locations
8015 W Kenton Cir, Huntersville, NC 28078 • United States
One Bryant Park, New York, NY 10036 • 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 | 08/2021 | Present |
| College Of Charleston | Charleston | SC | 08/2016 | 07/2021 |
| Merrill Lynch | Cornelius | NC | 06/2019 | 08/2019 |
| Bank Of America, N.A. | Huntersville | NC | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-17 |
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