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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2014-12-08 |
| TX | RA | APPROVED | 2014-12-08 |
Branch Locations
6000 Fairview Rd, Charlotte, NC 28210 • United States
Charlotte, NC • 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 | 12/2014 | Present |
| Bank Of America, N.A. | Charlotte | NC | 01/2015 | Present |
I*77478 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: J. S. INVESTMENT RELATED: NO ADDRESS OF BUSINESS: CHARLOTTE, NORTH CAROLINA 28211 POSITION, TITLE, ASSOCIATION: OWNER START DATE OF RELATIONSHIP: 4/1/2014 NUMBER OF HOURS DEVOTED: 16 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: SELL ARTWORK I*2187355, Entity Type: Fiduciary role Name of OBA: S Family Trust, Address: Charlotte, North Carolina, 28211, Investment Related: No, Position, Title, Association: Trustee, Employee State Date: 04-Feb-2025, No Hours: 10 Weekly, No Hours during Trading: 1 Weekly, Duties: Trustee for immediate family member upon death of parent. I*3496285 Entity Type: Political Activity Name of OBA: Mecklenburg County Democratic Party Address: Charlotte, North Carolina, 28211 Investment Related: No Position, Title, Association: Other, Vice-chair of the precinct Employee Start Date: 01/09/2026 Number of Hours: 1, Monthly Number of Hours during trading: 0 Duties: Delegate to vote in local elections for officials
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-15 |
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