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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-27 |
| NC | RA | APPROVED | 2026-03-03 |
Branch Locations
401 N Tryon St Ci Client Management, Charlotte, NC 28255 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Charllotte | NC | 10/2024 | 01/2026 |
| University Of North Carolina At Charlotte | Charlotte | NC | 08/2015 | 05/2017 |
| Industrial Staffing Services | Charlotte | NC | 05/2016 | 11/2017 |
| Ferguson Enterprises | Charlotte | NC | 11/2017 | 11/2022 |
| Self Employed | Charlotte | NC | 11/2022 | 10/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 01/2026 | Present |
| Doordash | Charlotte | NC | 02/2022 | 10/2024 |
| Bank Of America, N.A. | Charlotte | NC | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 2025-01-30 |
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