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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-08 |
| NC | RA | APPROVED | 2025-07-06 |
Branch Locations
122 Harper Ave, Carolina Beach, NC 28428 • United States
1726 Country Club Rd, Jacksonville, NC 28546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wilmington | NC | 04/2025 | Present |
| Unemployed | Wilmington | NC | 01/2025 | 04/2025 |
| Ncino, Inc | Wilmington | NC | 12/2022 | 01/2025 |
| First-Citizens Bank & Trust Company | Wilmington | NC | 08/2020 | 12/2022 |
| Bank Of America, Na | Wilmington | NC | 07/2010 | 08/2020 |
| Bank Of America, N.A. | Wilmington | NC | 06/2025 | Present |
I*2439264, Entity Type Entity Charitable, Name of OBA: Girls' Choir of Wilmington Address: Wilmington North Carolina28405Investment Related: No Position, Title, Association: Board Member, Officer Employee Start Date: 07/01/2022No Hours: 125 yearly No Hours during trading: 0 Duties: This is a charitable organization providing musical training to members of our local community. I am the President of the Board and the Board makes all fiduciary decisions. The entire Board is volunteer representatives of the local community, with the only paid staff being the artistic staff. I*2439265, Entity Type Entity For Profit, Name of OBA: L's CPR & Readiness, LLC Address: Wilmington North Carolina28405 Investment Related: No Position, Title, Association: Other Employee Start Date: 03/19/2025No Hours: 4 yearly No Hours during trading: 0 Duties: My daughter has recently opened this business, and she has added me as a signer so that I will be able to conduct business while she is out of state for college. My sole responsibility would be to pay bills at her direction. I*2440262, Entity Type Entity For Profit, Name of OBA: Self-Employment Address: Wilmington North Carolina28405 Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 08/01/2023No Hours: 30 yearly No Hours during trading: 12 yearly Duties: My "business" is that I am a classical singer. I believe this falls under the description of consultant. I*: 2440261Entity Type: CharitableName of OBA: National Charity League, Inc. - Sea Turtle ChapterAddress: Wilmington, NC 28406Investment Related: NoPosition, Title, Association: Board Member, OfficerEmployee Start Date: 6/1/2025Number of Hours: 10 hrs mthlyNumber of Hours during trading: 0 Duties: This is a charitable 501(c)(3) organization to promote leadership and philanthropic service for women. I now serve as Parliamentarian on the Board of Directors. I have the ability to vote as one of 11 members toward annual budget approval (but not budget design) and will be instrumental in the amendment or creation of bylaws and policies. I*: 2507266Entity Type: ChariableName of OBA: Scouting AmericaAddress: Wilmington, NC 28401Investment Related: NoPosition, Title, Association: Committee member Employee Start Date: 10/1/2017Number of Hours: 14 hrs mthlyNumber of Hours during trading: 0 Duties: I am a Committee Member and Assistant Scoutmaster for Troop 1220 in Wilmington, NC. I supervise minors in scout meetings and camping trips and help make leadership decisions for the Troop. I do NOT have any financial power, but do maintain the email and Google Classroom for the Troop. I*5065271, Entity Type: Entity Charitable, Name of OBA: Cape Fear Chorale, Address: Wilmington, North Carolina, 28403, Investment Related: N, Position, Title, Association: ["Committee"], Employee Start Date: 07/22/2026, No Hours: 3 Weekly, No Hours during Trading: 0 Weekly, Duties: I will be the co-chair of the Advisory Committee for the Cape Fear Youth Chorale. The committee will administer the functionality of the Youth Chorale under the direction of the Cape Fear Chorale Board of Directors. I will co-direct the committee to organize the season from a planning perspective and be present for rehearsals and performances as a volunteer adult leader. I will not have financial responsibilities, but will report back to the Board on the operational execution of the program. A community choral music program. I will be involved with their newly added program - Cape Fear Youth Chorale. The CFYC goal is to provide meaningful musical experiences, by cultivating confident singers and compassionate leaders to inspire, connect, and empower young musicians.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-03 |
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