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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-02-02 |
| NC | RA | APPROVED | 2021-12-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Raleigh | NC | 09/2021 | Present |
| Bb&T | Durham | NC | 03/2020 | 09/2021 |
| Victoria Secret | Durham | NC | 11/2019 | 06/2020 |
| Us Navy | Newport | RI | 08/2019 | 10/2019 |
| Victoria Secret | Fayetteville | NC | 09/2018 | 08/2019 |
| Democratic Party Of Nc | Fayetteville | NC | 08/2018 | 08/2018 |
| Friends Cafe | Chapel Hill | NC | 08/2015 | 11/2017 |
| Unc Chapel Hill | Chapel Hill | NC | 12/2017 | 08/2018 |
| Bank Of America, N.A. | Raleigh | NC | 11/2021 | Present |
I*3298272 Entity Type: Fiduciary role Name of OBA: A. L. Trust Address: Fayetteville, NC 28306 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 12/10/2025 Number of Hours: 2, Yearly Number of Hours during trading: 0 Duties: Successor Trustee/Parents I*3298273 Entity Type: Fiduciary role Name of OBA: A. L. Address: Fayetteville, NC 28306 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 12/10/2025 Number of Hours: 2, Yearly Number of Hours during trading: 0 Duties: Power of Attorney/Parents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-02 |
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