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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-09 |
| NC | RA | APPROVED | 2026-06-03 |
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 | 01/2026 | Present |
| Solid Roofing | Mooresville | NC | 04/2020 | 12/2025 |
| South Iredell High School | Troutman | NC | 08/2018 | 06/2022 |
| Mount Mourne Middle School | Mooresville | NC | 08/2015 | 06/2018 |
| Bank Of America, N.A. | Charlotte | NC | 03/2026 | Present |
I*3691275 Entity Type: N/A Name of OBA: Rental Property 1 Address: Ave Maria, Florida, 34142 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 01/01/2026 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly Duties: N/A I*3691276 Entity Type: N/A Name of OBA: F Revocable Trust Address: Mooresville, North Carolina, 28117 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 01/01/2026 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly Duties: Self, Parents, Siblings
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-03 |
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