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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-17 |
| NC | RA | APPROVED | 2026-03-11 |
Branch Locations
401 N Tryon St Ci Client Services, Charlotte, NC 28255 • United States
1600 Golf Rd Ci Client Services, Rolling Meadows, IL 60008 • United States
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 |
| Wellsfargo | Charlotte | NC | 05/2022 | 07/2025 |
| College Of The Canyons | Valencia | CA | 08/2014 | 05/2016 |
| Florida International University | Miami | FL | 08/2018 | 12/2022 |
| Master Piece Tile Llc | Charlotte | NC | 11/2013 | 12/2021 |
| Unemployed | Asheboro | NC | 12/2021 | 05/2022 |
| Bayada Home Health Care | Albemarle | NC | 09/2023 | Present |
Name of the other businessBayada home health care Whether the business is investment-relatedNo Address of the other business Albemarle NC Nature of the other businessNursing agency Your positionHome health aide for my brother Title, or relationship with the other businessHome health aide Start date of your relationship9/6/2023 Approximate number of hours/month you devote to the other business60hrs Number of hours you devote to the other business during securities trading hoursNone after hours only Briefly describe your duties relating to the other businessFamily care giver to my brother : personal care health related tasks : assist with bathing ,dressing grooming toileting
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-11 |
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