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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-01 |
| NC | RA | APPROVED | 2025-06-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Denver | NC | 02/2022 | Present |
| Charlotte-Mecklenburg Schools | Charlotte | NC | 08/2017 | 02/2022 |
| Doordash | Pittsburgh | NC | 04/2020 | 10/2020 |
| Babalu Tapas And Tacos | Charlotte | NC | 06/2018 | 08/2018 |
| Champs Sporting Goods | Pittsburgh | PA | 04/2012 | 08/2017 |
| Ups | Pittsburgh | PA | 12/2016 | 12/2016 |
| West Virginia University | Morgantown | WV | 08/2013 | 05/2017 |
| Uber | Pittsburgh | PA | 01/2016 | 01/2020 |
| Urban Promise | Charlotte | NC | 09/2021 | 02/2022 |
| University Instructors Llc | Charlotte | NC | 06/2019 | 07/2019 |
| Bank Of America, N.A. | Denver | CO | 04/2025 | Present |
Name of OBA: MAW and JW Address: Pittsburgh, North Carolina, 15237 Position, Title, Association: Power of Attorney Employee Start Date: 03/01/2024 No Hours: 0 No Hours during trading: 0 Duties: POA over my parents if they become mentally or physically incompetent and can't make decisions for themselves according to there will
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-03 |
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