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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-28 |
| NC | RA | APPROVED | 2026-04-27 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 01/2026 | Present |
| Unemployed | Conroe | TX | 01/2025 | 01/2026 |
| Jones Lang Lasalle | Chicago | IL | 12/2022 | 01/2025 |
| Unemployed | Conroe | TX | 08/2022 | 12/2022 |
| Search Wizards/Amazon | Sarasota | FL | 09/2021 | 08/2022 |
| Feedonomics (Acquired By Bigcommerce 8/2021) | Woodland Hills | CA | 02/2016 | 09/2021 |
| Texas A & M University | College Station | TX | 07/2021 | 05/2023 |
| Bank Of America, N.A. | Charlotte | NC | 02/2026 | Present |
I*4116268 Entity Type: Fiduciary role Name of OBA: P. & C. F. REV TRUST U/A DTD 10/14/2021 Address: Charlotte, North Carolina, 28202 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 10/14/2021 Number of Hours: 1, Monthly Number of Hours during trading: 0 Duties: Co-Trustee/Spouse
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-24 |
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