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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-05-17 |
| NC | RA | APPROVED | 2022-03-07 |
Branch Locations
100 N Tryon St, Charlotte, NC 28202 • 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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 09/2019 | 11/2021 |
| The University Of Georgia (Eits) | Athens | GA | 09/2016 | 05/2019 |
| Industrypro | Woodstock | GA | 05/2018 | 08/2018 |
| Best Buy | Athens | GA | 01/2016 | 09/2016 |
| The University Of Georgia | Athens | GA | 05/2016 | 05/2019 |
| Unemployed | Athens | GA | 05/2019 | 07/2019 |
| Unemployed | Charlotte | NC | 07/2019 | 09/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 11/2021 | Present |
| Bank Of America, N.A. | Charlotte | NC | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-11 |
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