James Boykin Sloan

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2025-09-25

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Charlotte	NC	07/2025	Present
Yogasleep	Wilmington	NC	06/2017	07/2025
Gartner	Dallas	TX	07/2022	04/2023
Bolt Financial, Inc	Raleigh	NC	08/2021	07/2022
Channeladvisor	Raleigh	NC	04/2020	08/2021
Oak Steakhouse	Charleston	SC	05/2018	12/2019
Magnolias	Charleston	NC	08/2016	10/2016
College Of Charleston	Charleston	SC	08/2015	12/2019
Waiting To Start Job After College	Wilmington	NC	12/2019	04/2020
Bank Of America, N.A.	Charlotte	NC	01/2026	Present

07/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Charlotte, NC
06/2017 → 07/2025

Yogasleep

Wilmington, NC
07/2022 → 04/2023

Gartner

Dallas, TX
08/2021 → 07/2022

Bolt Financial, Inc

Raleigh, NC
04/2020 → 08/2021

Channeladvisor

Raleigh, NC
05/2018 → 12/2019

Oak Steakhouse

Charleston, SC
08/2016 → 10/2016

Magnolias

Charleston, NC
08/2015 → 12/2019

College Of Charleston

Charleston, SC
12/2019 → 04/2020

Waiting To Start Job After College

Wilmington, NC
01/2026 → Present

Bank Of America, N.A.

Charlotte, NC

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-09-25