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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-18 |
| LA | RA | APPROVED | 2026-03-16 |
Branch Locations
9000 Southside Blvd Ci Client Management, Jacksonville, FL 32256 • United States
601 Poydras St Adp-Home Office, New Orleans, LA 70130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New Orleans | LA | 12/2025 | Present |
| Unemployed | Austin | TX | 09/2025 | 12/2025 |
| Oracle | Austin | TX | 09/2024 | 09/2025 |
| Cma Technology Solutions | Baton Rouge | LA | 01/2022 | 09/2024 |
| Postlethwaite And Netterville (Currently Eisner Ampner) | Baton Rouge | LA | 03/2021 | 01/2022 |
| Baton Rouge Country Club | Baton Rouge | LA | 01/2021 | 03/2021 |
| Louisiana State University Interfraternity Council | Baton Rouge | LA | 01/2020 | 12/2020 |
| Orion Healthcare | Baton Rouge | LA | 09/2019 | 04/2020 |
| Smoothie King | Baton Rouge | LA | 02/2015 | 09/2019 |
| Louisiana State University | Baton Rouge | LA | 08/2017 | 12/2021 |
| St. Paul's School | Covington | LA | 08/2013 | 05/2017 |
| Bank Of America, N.A. | New Orleans | LA | 01/2026 | Present |
I*4052266, Entity Type: Entity For Profit, Name of OBA: Northshore Emerging Leaders, Address: Mandeville , Louisiana, 70471, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 02/08/2026, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: My responsibilities include attending monthly meetings and helping coordinate events such as guest speakers or social gatherings. I am listed as a board member only because I assisted with forming the group; I do not hold an officer position or exercise managerial or financial authority. I may take part in voting to approve or deny new members, which is a routine procedural part of group participation, not a governance function. I confirm that I will not conduct any presentations or activities related to financial topics, including those that are strictly educational. My outside activity will avoid any content that could pose a conflict of interest or risk to the firm.The purpose of this LLC is to operate as a professional networking group for young professionals. The LLC structure was chosen for basic legal protection and administrative simplicity; the groups operations are not profit seeking. We meet once per month for educational and professional development activities, which may include member led presentations or guest speakers on general professional topics. These sessions are strictly for learning; no sales pitches are permitted, and no proprietary, confidential, or client related materials from Merrill Lynch/Bank of America or any other employer will be used. The group collects monthly dues solely to cover operational needs such as merchandise, meeting space rentals, events, or guest speaker costs. We will also participate in volunteer and charitable activities. No members, including myself, will receive any compensation. All funds are used exclusively to support the groups mission.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-13 |
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