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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-04 |
| NC | RA | APPROVED | 2026-05-22 |
Branch Locations
401 N Tryon St Ci Client Management, Charlotte, NC 28255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Charlotte | NC | 05/2026 | Present |
| Associate Staffing | Charlotte | NC | 04/2025 | 05/2025 |
| Principal Securities, Inc | Charlotte | NC | 04/2025 | 07/2025 |
| Spot Inc | Charlotte | NC | 06/2024 | 03/2025 |
| Dexian | Charlotte | NC | 01/2024 | 05/2024 |
| Cpi Security | Charlotte | NC | 07/2023 | 10/2023 |
| Instacart | Indian Trail | NC | 05/2020 | 07/2023 |
| University Of North Carolina At Charlotte | Charlotte | NC | 08/2019 | 06/2023 |
| Clean Juice | Matthews | NC | 05/2019 | 08/2019 |
| Metrolina Christian Academy | Indian Trail | NC | 08/2014 | 06/2018 |
| 316 Sports | Indian Trail | NC | 02/2017 | 05/2017 |
| Methodist University | Fayetteville | NC | 08/2018 | 07/2019 |
| Hopewell Baptist Church | Monroe | NC | 08/2015 | 11/2016 |
| Wells Fargo Clearing Services | Charlotte | NC | 09/2025 | 01/2026 |
| Dysis | Mc Lean | VA | 09/2025 | 04/2026 |
| Lpl Financial | Fort Mill | SC | 07/2025 | 09/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2025-12-01 |
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