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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-04 |
| NC | RA | APPROVED | 2026-05-22 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated ( | Charlotte | NC | 04/2026 | Present |
| Gardner Webb | Shelby | NC | 08/2019 | 05/2021 |
| Dexian | Charlotte | NC | 08/2025 | 11/2025 |
| Bank Of America, N.A. | Charlotte | NC | 06/2026 | Present |
| Wells Fargo Clearing Servies | Charlotte | NC | 08/2025 | 04/2026 |
| Dysis | Mc Lean | VA | 08/2025 | 04/2026 |
| Fenix Internation | London | 08/2022 | 02/2025 | |
| Uncc | Charlotte | NC | 01/2021 | 05/2025 |
| Uncc | Mooresville | NC | 08/2008 | 08/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2025-10-31 |
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