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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-04-23 |
| NC | RA | APPROVED | 2022-06-28 |
| VA | RA | APPROVED | 2022-06-27 |
| CT | RA | APPROVED | 2017-09-13 |
| VT | RA | APPROVED | 2017-03-09 |
| NH | RA | APPROVED | 2016-04-19 |
| TX | RA | APPROVED | 2016-02-05 |
| ME | RA | APPROVED | 2015-03-02 |
Branch Locations
3455 Peachtree Rd Ne Division - Southeast, Atlanta, GA 30326 • United States
707 N Main St, Hendersonville, NC 28792 • United States
110 Franklin Rd Se, Roanoke, VA 24011 • United States
1 N Pack Sq, Asheville, NC 28801 • United States
1705 Enterprise Dr, Lynchburg, VA 24502 • United States
7 Sheridan Sq, Kingsport, TN 37660 • United States
206 Princeton Rd, Johnson City, TN 37601 • United States
500 State St, Bristol, TN 37620 • United States
Asheville, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Portland | ME | 06/2013 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-19 |
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