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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-04 |
| SC | RA | APPROVED | 2025-02-15 |
Branch Locations
3030 Windy Hill Road, Marietta, GA 30067 • United States
5001 Ashley Phosphate Rd, North Charleston, SC 29418 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mount Pleasant | SC | 10/2024 | Present |
| South Carolina National Guard | Newberry | SC | 07/2022 | Present |
| United States Army | Fort Jackson | SC | 02/2017 | 06/2022 |
| Bank Of America | Charlotte | NC | 06/2023 | 08/2023 |
| University Of South Carolina | Columbia | SC | 08/2022 | 05/2023 |
| Gel Group | Charleston | SC | 08/2016 | 11/2016 |
| University Of South Carolina | Columbia | SC | 07/2022 | 05/2024 |
| Unemployed | Mount Pleasant | SC | 11/2016 | 02/2017 |
| Bank Of America, N.A. | Mount Pleasant | SC | 01/2025 | Present |
I*: 2074301 Name of the other business: Real Estate Rental Property Whether the business is investment-related: No Address of the other business: Columbia, SC Nature of the other business: Real estate residential property Title, or relationship with the other business: Owner of property Start date of your relationship: November 2024 Approximate number of hours/month you devote to the other business: 1 hr mthly Number of hours you devote to the other business during securities trading hours: 0 Briefly describe your duties relating to the other business: Communicate with property management for any needs I*: 1365259 Name of the other business US Army South Carolina National Guard Whether the business is investment-related No Address of the other business Newberry, SC Nature of the other business Military - National Guard Title, or relationship with the other business Officer Start date of your relationship July 2022 Approximate number of hours/month you devote to the other business16 hours/ month Number of hours you devote to the other business during securities trading hours0 Briefly describe your duties relating to the other business Once a month weekend training
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-14 |
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