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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-17 |
| TX | RA | APPROVED | 2023-01-31 |
Branch Locations
9000 Southside Blvd Ci Client Services, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 10/2021 | 12/2022 |
| Amerisource Bergen | Fort Mill | SC | 11/2018 | 09/2021 |
| Adecco | Charlotte | NC | 09/2018 | 11/2018 |
| Bbt Bank | Charlotte | NC | 05/2018 | 08/2018 |
| Missionary Companion Ministries | Porto Alegre | 12/2016 | 05/2018 | |
| Cigna | Phoenix | AZ | 01/2016 | 11/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 12/2022 | Present |
| Bank Of America, N.A. | Charlotte | NC | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-13 |
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