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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-06 |
| NC | RA | APPROVED | 2025-11-14 |
Branch Locations
380 Knollwood St, Winston Salem, NC 27103 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Winston Salem | NC | 12/2024 | Present |
| Atrium Health Wake Forest Baptist | Bermuda Run | NC | 01/2024 | 12/2024 |
| Atrium Health Wake Forest Baptist | Bermuda Run | NC | 03/2023 | 01/2024 |
| Atrium Health Wake Forest Baptist | Bermuda Run | NC | 04/2022 | 03/2023 |
| Lifeworks Employment Services | Norwood | MA | 01/2019 | 05/2022 |
| Lifeworks Employment Services | Norwood | NC | 07/2016 | 12/2017 |
| Boston University | Boston | MA | 09/2016 | 05/2019 |
| Boston University | Boston | MA | 01/2019 | 12/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-14 |
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