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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-03-27 |
| NC | RA | APPROVED | 2008-11-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Winston-Salem | NC | 09/2008 | Present |
| Bank Of America, N.A. | Winston-Salem | NC | 05/2011 | Present |
I*124880 For profit or not for profit: For-Profit Organization Name of outside business organization: MKHC Holdings, LLC Investment related: N Address of business: Kernersville, North Carolina 27284 Nature of business: LLC, Position, title, association: Family Held, Start date of relationship: 7/9/2019 Number of hours devoted: 10 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: Setting up LLC to purchase an investment property to renovate and sell for a profit. I will be a silent partner in the process and will only provide funds for the flip. No conflicts of interest or clients involved. I*127918 For profit or not for profit: Non-Profit Organization Name of outside business organization: Kernersville Little League Investment related: N Address of business: Kernersville, North Carolina 27284 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 11/13/2019 Number of hours devoted: 40 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: Local Little League Board Member position. The goal of the board is to help promote the league to parents and kids in the community, vote on new local policy, help with field maintenance and concessions, and ensure a fun experience for the kids.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-25 |
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