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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-15 |
| NC | RA | APPROVED | 2022-04-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 07/2019 | 08/2021 |
| University Of South Carolina | Columbia | SC | 08/2015 | 05/2019 |
| The Corner Blend | Columbia | SC | 09/2016 | 05/2019 |
| Sadik & Associates | Columbia | SC | 11/2017 | 05/2019 |
| Pure Barre | Columbia | SC | 09/2018 | 05/2019 |
| Eaglestone Tax & Wealth Advisors | Rockville | MD | 05/2018 | 08/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 09/2021 | Present |
| Bank Of America, N.A. | Charlotte | NC | 09/2022 | Present |
I*2188308, Entity Type: Entity For Profit, Entity Publicly Traded, Name of OBA: Pure Barre, Address: Irvine, California, 92614, Investment Related: N, Position, Title, Association: Consultant/Independent Contractor, Employee State Date: 02/07/2025, No Hours: 3 Monthly, No Hours during Trading: 0 Monthly, Duties: content creation for the workout company- create clips for their social media to share personal experience and demonstrate workouts.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-25 |
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