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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-20 |
| NC | RA | APPROVED | 2025-08-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hickory | NC | 06/2025 | Present |
| Linville Ridge Country Club | Linville | NC | 05/2023 | 06/2025 |
| Appalachian State University | Boone | NC | 09/2022 | 05/2025 |
| Chick-Fil-A Restaurants | Lenoir | NC | 02/2020 | 09/2022 |
| Unemployment | Lenoir | NC | 11/2014 | 02/2020 |
| Bank Of America, N.A. E | Hickory | NC | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-29 |
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