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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-01-27 |
| SC | RA | APPROVED | 2020-02-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Myrtle Beach | SC | 05/2017 | Present |
| Enterprise Rent A Car | Myrtle Beach | SC | 08/2015 | 05/2017 |
| Bank Of America, N.A. | Myrtle Beach | SC | 10/2019 | Present |
I*: 2499262Entity Type: Rental Property Name of OBA: Rental Property 2Address: Myrtle Beach, SC 29579Investment Related: NoPosition, Title, Association: Co-owner with other family membersEmployee Start Date: 07/15/2025Number of Hours: 1 hr mthlyNumber of Hours during trading: 0 Duties: Co owner of rental property I*4738283, Entity Type: , Name of OBA: Holdaway family trust, Address: myrtle beach, South Carolina, 29579, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 02/02/2026, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-13 |
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