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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-09-19 |
| TX | RA | APPROVED | 2025-09-19 |
Branch Locations
13510 Ballantyne Corporate Pl, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Charlotte | NC | 11/2024 | 09/2025 |
| Megacorp Logistics | Wilmington | NC | 09/2023 | 04/2024 |
| General Pacific Capital | Charlotte | NC | 04/2023 | 08/2023 |
| Swim Club Management Group | Charlotte | NC | 03/2017 | 11/2022 |
| University Of North Carolina- Wilmington | Wilmington | NC | 08/2020 | 05/2024 |
| Unemployed | Wilmington | NC | 06/2024 | 11/2024 |
| North Lincoln High School | Lincolnton | NC | 08/2016 | 05/2020 |
| Westport Marina | Denver | NC | 04/2017 | 08/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-26 |
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