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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-12-03 |
| TX | RA | APPROVED | 2025-12-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life And Casualty | Charlotte | NC | 06/2020 | 03/2022 |
| Unemployed | Seymour | TN | 03/2020 | 06/2020 |
| Keto And Koffee | Sevierville | TN | 04/2019 | 09/2019 |
| Comedy Barn Theater | Pigeon Forge | TN | 08/2018 | 03/2020 |
| Turn It Up Dance Challenge | Weymouth | MA | 01/2019 | 01/2021 |
| Logan's Roadhouse | Bristol | VA | 05/2018 | 08/2018 |
| Sun Tan City | Bristol | VA | 02/2018 | 08/2018 |
| Emory And Henry College | Emory | VA | 08/2015 | 08/2018 |
| Wolfes Bbq | Marion | VA | 05/2016 | 03/2018 |
| Food City | Chilhowie | VA | 03/2014 | 08/2017 |
| Subway | Atkins | VA | 01/2017 | 06/2017 |
| Bankers Life Securities | Charlotte | NC | 03/2022 | 01/2025 |
| Bankers Life Advisory Services | Charlotte | NC | 10/2022 | 01/2025 |
| Wells Fargo Clearing Services, Llc | Chalotte | NC | 01/2025 | 12/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 12/2025 | Present |
| J Crew | Charlotte | NC | 11/2018 | 01/2019 |
| Circle K | Charlotte | NC | 01/2017 | 04/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-30 |
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