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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-11-18 |
| TX | RA | APPROVED | 2022-10-13 |
Branch Locations
401 N Tryon St Ci Relationship Management, Charlotte, NC 28255 • United States
540 W Madison St Ci Client Services, Chicago, IL 60661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lincoln | RI | 10/2021 | Present |
| Yankee Candle | Providence | RI | 09/2016 | 09/2018 |
| North Face | Providence | RI | 09/2019 | 01/2021 |
| Johnson & Wales University | Providence | RI | 09/2016 | 09/2020 |
| Old Navy/Gap | Providence | RI | 02/2021 | 04/2021 |
| Footlocker | Providence | RI | 02/2021 | 04/2021 |
| Silk Title & Co | Providence | RI | 04/2021 | 10/2021 |
| J.CRew Factory | Wrentham | MA | 08/2021 | Present |
| Bank Of America N.A. | Lincoln | RI | 01/2023 | Present |
I*1158271 Entity Type: For Profit Name: RAW Nutrition Investment related: No Address: Stuart, Florida, 34997 Position, title, association: Brand Ambassador Start date of relationship: 2/1/2023 Hours devoted: 0 Hours devoted during trading hours: 0 Duties: Brand Ambassador, athlete representative, Brand ambassador, nutritionist, represent brand values, Social media postI*1232262 Entity Type: For Profit Name: 1st Phorm Supplements Investment related: No Address: Fenton, Missouri, 63026 Position, title, association: Employee, Start date of relationship: 4/1/2023 Hours devoted: 5 hours Monthly Hours devoted during trading hours: 0 Duties: Brand Representative, Fitness coachI*2832272, Entity Type: For Profit, Name of OBA: Professional Bodybuilding, Address: Charlotte, North Carolina, 28205, Investment Related: No, Position, Title, Association: Other, Employee State Date: 09/27/2025 , No Hours: 8 Yearly, No Hours during Trading: 0 Yearly, Duties: Competing in bodybuilding. Stage performance, Contest competing Bodybuilding I*4519339 Entity Type: Entity For Profit Name of OBA: JohnniFit Address: Charlotte, North Carolina, 28205 Investment Related: No Position, Title, Association: Owner Employee Start Date: 05/11/2026 Number of Hours: 2, Weekly Number of Hours during trading: 0, Weekly Duties: Online Fitness Coaching Create fitness programs, provide online fitness instructions. Meal plans, and guides to build muscle or lose fat.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-09 |
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