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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-02 |
| NC | RA | APPROVED | 2025-12-17 |
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 |
| University Of South Carolina | Columbia | SC | 06/2021 | 05/2025 |
| Non(E) Such | Columbia | SC | 08/2024 | 01/2025 |
| Episcopal School Of Jacksonville | Jacksonville | FL | 08/2015 | 05/2021 |
| Nemours Children's Health | Jacksonville | FL | 05/2023 | 08/2023 |
| George Moore Chevrolet | Jacksonville | FL | 05/2023 | 08/2023 |
| Max Ricart Luxury Properties | Barcelona | 05/2024 | 07/2024 | |
| Rhodes Branding | Columbia | SC | 01/2025 | 04/2025 |
| Triad Logistics Inc. | Jacksonville | FL | 06/2021 | 07/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-16 |
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