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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 | 2026-02-24 |
Branch Locations
401 N Tryon St Ci Client Services, 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 | 08/2025 | Present |
| Rebalance | Charlotte | NC | 09/2021 | 08/2025 |
| Stretchlab | Charlotte | NC | 08/2020 | 08/2021 |
| Crossfit Charlotte | Charlotte | NC | 08/2020 | 09/2021 |
| Thrive Personal Training | Voorhees Township | NJ | 01/2017 | 03/2020 |
| Good2Go Auto Insurance | Philadelphia | PA | 01/2016 | 01/2017 |
| Sugarhouse Casino | Philadelphia | PA | 05/2015 | 01/2017 |
| U.S Army Reserve | Ft Bragg | NC | 10/2013 | Present |
| Hitzemann Ventures Two Llc | Charlotte | NC | 08/2020 | 09/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-24 |
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