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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-03 |
| NC | RA | APPROVED | 2025-10-17 |
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 |
|---|---|---|---|---|
| Oakland Christian School | Auburn Hills | MI | 07/2015 | 07/2021 |
| Michigan State University | East Lansing | MI | 08/2021 | 05/2025 |
| Daniel Brian Advertising | Rochester | MI | 05/2024 | 08/2024 |
| Doordash | Auburn Hills | MI | 05/2022 | 05/2025 |
| Instacart | Auburn Hills | MI | 12/2024 | 05/2025 |
| Shipt | Auburn Hills | MI | 11/2024 | 06/2025 |
| Jackson National Life Insurance | East Lansing | MI | 10/2022 | 10/2024 |
| Oakland Hills Country Club | Bloomfield Hills | MI | 03/2017 | 08/2025 |
| Equitable Advisors, Llc | New York | NY | 08/2025 | 09/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 09/2025 | Present |
| Michigan State University | East Lansing | MI | 06/2022 | 07/2022 |
| Bank Of America, N.A. | Charlotte | NC | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-27 |
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