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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-20 |
| SC | RA | APPROVED | 2024-07-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of South Carolina | Columbia | SC | 08/2017 | 05/2021 |
| David Wealth Management Group | Lexington | SC | 01/2021 | 05/2021 |
| Integrity Financial Advisors | Lexington | SC | 06/2019 | 01/2021 |
| Augusta National Golf Club | Augusta | GA | 04/2021 | 04/2021 |
| Ups Capital | Atlanta | GA | 06/2020 | 08/2020 |
| Roadie | Atlanta | GA | 05/2018 | 08/2018 |
| Cherokee Town & Country Club | Atlanta | GA | 06/2017 | 08/2018 |
| Ice Rink Events | Alpharetta | GA | 11/2015 | 01/2018 |
| Milton High School | Milton | GA | 08/2015 | 05/2017 |
| Lpl Financial Llc | Fort Mill | SC | 06/2021 | 11/2022 |
| Lpl Financial Llc | Lexington | SC | 12/2022 | 06/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbia | SC | 07/2024 | Present |
| David Wealth Management Group | Lexington | SC | 12/2022 | 05/2024 |
I*2669323, Entity Type: , Name of OBA: University of South Carolina Darla Moore School of Business, Address: Columbia, South Carolina, 29208, Investment Related: N, Position, Title, Association: ["Board Member"], Employee State Date: 07/30/2025, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties: Group of under 40 alumni selected to represent the "young alumni" of the Moore School and help bring together and maintain young alumni relationships and wellbeing of the School after graduating and throughout your professional career. Serve a three year term to help bring together and maintain young alumni relationships and wellbeing of the School after graduating and throughout your professional career. I*2669322, Entity Type: Entity Charitable, Name of OBA: United Way of the Midlands, Address: Columbia, South Carolina, 29201, Investment Related: N, Position, Title, Association: Committee, Employee State Date: 07/30/2025, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: I am part of the Steering Committee and am on a sub committee within known as the volunteer committee where we are responsible for organizing ways to give back in the community. A member of the Steering Committee for the United Way of the Midlands Young Leaders Society. It's a group of under 40's individuals trying to come together to get other young professionals in the Midlands to help live out and support United Way's mission to help individuals and families in need.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-25 |
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