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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2020-10-22 |
| TX | RA | APPROVED | 2019-02-20 |
| NC | RA | APPROVED | 2018-05-30 |
Branch Locations
1301 Gervais St, Columbia, SC 29201 • United States
Columbia, SC • 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 | 06/2011 | Present |
I*4882269 Entity Type: Business or Industry Organization Name of OBA: South Carolina Bankers Association Address: Columbia, South Carolina, 29201 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 07/01/2026 Number of Hours: 20, Yearly Number of Hours during trading: 8, Yearly Duties: Professional trade association organized to effectively represent the common interest and welfare of the banking industry in South Carolina, and to promote the professional development of its members. Attend board meetings and help promote the banking industry and career opportunities within South Carolina
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-29 |
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