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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-06-01 |
| NC | RA | APPROVED | 2016-09-14 |
Branch Locations
13510 Ballantyne Corporate Pl, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 01/2015 | Present |
| Bank Of America, N.A. | Charlotte | NC | 05/2016 | Present |
I*3289265, Entity Type: , Name of OBA: Rental Property 1, Address: Charlotte, North Carolina, 28210, Investment Related: N, Position, Title, Association: Sole owner, Employee State Date: 09/01/2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I*4775282, Entity Type: Entity For Profit, Name of OBA: Excelsior Properties LLC , Address: Waxhaw, North Carolina, 28173, Investment Related: N, Position, Title, Association: ["General Partner/Managing Member"], Employee Start Date: 09/16/2026, No Hours: 2 Weekly, No Hours during Trading: 0 Weekly, Duties: passive member Excelsior Properties LLC is a North Carolina Family real estate holding company owning residential rental properties. I am a passive member. My spouse serves as a Managing Member and manages all operations. Compensation is limited to passive rental income. No securities, investment advisory services, Merrill resources, or Merrill clients are involved. My role is limited to financial oversight and passive ownership.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-13 |
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