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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2006-10-05 |
| NC | RA | APPROVED | 2002-09-24 |
| TX | RA | APPROVED | 2002-06-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cary | NC | 06/1994 | Present |
| Bank Of America, N.A. | Cary | NC | 06/2011 | Present |
I*43558FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: PINEHURST HOMEINVESTMENT RELATED: YADDRESS OF BUSINESS:PINEHURST, NORTH CAROLINA 28374NATURE OF BUSINESS: OTHER, INVSTMENT PROPERTYPOSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 40665NUMBER OF HOURS DEVOTED: 2 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: THIS IS A SECOND HOME I HAVE OWNED SINCE 2003. I PURCHASED ANOTHER HOME IN THE SAME TOWN AND DECIDED TO RENT THIS PROPERTY WHICH IS BEING HANDLED BY A RENTAL MANAGEMENT COMPANY. I*4519276, Entity Type: , Name of OBA: P C T, Address: Pinehurst , North Carolina, 28374, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 04/15/2026, No Hours: 2 Yearly, No Hours during Trading: 1 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-08 |
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