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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-11-30 |
| TX | RA | APPROVED | 2022-11-29 |
| SC | RA | APPROVED | 2022-11-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbia | SC | 02/2016 | Present |
| Bank Of America N.A. | Columbia | SC | 05/2024 | Present |
I* 434826 For profit or not for profit: Entity For Profit Name of outside business organization: Golden Butterfly LLC Investment related: no Address of business: Columbia, SC, 29205 Nature of business: Limited Liability Company Position, title, association: Other Start date of relationship: 03/01/2021 Number of hours devoted: 1.67 monthly Number of hours devoted during trading hours: 0 Duties: Consulting on process improvement and technology I*: 2063258 Entity Type: Entity Charitable Name of OBA: Columbia Children's Theatre Address: West Columbia, SC Investment Related: No Position, Title, Association: Board Member Employee Start Date: 12/02/2024 Number of Hours: 10 hrs annually Number of Hours during trading: 0 Duties: I am on the local board of the Children's Theatre in a leadership capacity I*: 2591295 Entity Type: Fiduciary role Name of OBA: Mom's accounts Address: Columbia, SC 29206 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 07/03/2025 Number of Hours: 4 hrs annually Number of Hours during trading: 4 hrs annuall7 Duties: Power of Attorney for Parents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-02 |
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