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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-06-26 |
| TX | RA | APPROVED | 2025-11-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Beaufort | SC | 05/2025 | Present |
| Pro Golf (Pga Americas, Korn Ferry, G-Pro) | Cornelius | NC | 01/2021 | 05/2025 |
| Swipe Payment Solutions | Florence | SC | 01/2023 | 11/2024 |
| Arizona State University | Tempe | AZ | 08/2016 | 06/2025 |
| Thunderbird School Of Global Management | Phoenix | AZ | 08/2020 | 05/2022 |
| Bank Of America, N.A. | Beaufort | SC | 06/2025 | Present |
I*2506285, Entity Type: , Name of OBA: Rental Property 1, Address: Cornelius, North Carolina, 28031, Investment Related: N, Position, Title, Association: Sole owner, Employee Start Date: 01/01/2022, No Hours: 5 Monthly, No Hours during Trading: 0 Monthly, Duties: I*4143266 Entity Type: For Profit Name of OBA: The Wagoner Group LLC Address: Cornelius, North Carolina, 28031 Investment Related: No Position, Title, Association: Other Employee Start Date: 03/01/2025 Number of Hours: 8, Monthly Number of Hours during trading: 0 Duties: Family Real Estate Holding company. I share duties in Overseeing lease agreements and making sure real estate is in good standing
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-05 |
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