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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-18 |
| NY | RA | APPROVED | 2025-09-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 06/2025 | Present |
| Appalachian State University | Boone | NC | 08/2024 | 12/2024 |
| Captrust | Charlotte | NC | 06/2024 | 08/2024 |
| Carolina Landmark Realty | Statesville | NC | 07/2019 | 08/2021 |
| Speckled Trout | Boone | NC | 01/2024 | 05/2024 |
| Liat | Troutman | NC | 06/2018 | 08/2018 |
| Unemployed | Statesville | NC | 04/2002 | 06/2018 |
| Unemployed | Statesville | NC | 08/2018 | 07/2019 |
| Blowing Rock Country Club | Blowing Rock | NC | 08/2020 | 10/2020 |
| Unemployed | Statesville | NC | 08/2021 | 01/2024 |
| Unemployed | Statesville | NC | 07/2019 | 08/2020 |
| Unemployed | Statesville | NC | 01/2025 | 06/2025 |
| Bank Of America, N.A. | New York | NY | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-04 |
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