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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2008-11-25 |
| NC | RA | APPROVED | 2008-11-14 |
Branch Locations
111 W Brd St, Statesville, NC 28677 • United States
Statesville, NC • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Huntersville | NC | 11/2008 | Present |
| Bank Of America, N.A. | Statesville | NC | 12/2009 | Present |
I*128796 For profit or not for profit: Non-Profit Organization Name of outside business organization: boys and girls club of the piedmont inc Investment related: N Address of business: statesville, New York 28677 Nature of business: Charitable Organization, Position, title, association: Director, Start date of relationship: 1/1/2020 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 1 Duties: the purpose is to serve underprivileged children.my responsibilities will be as a member of the board of directors
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-01 |
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