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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-05 |
| NC | RA | APPROVED | 2022-11-09 |
Branch Locations
13510 Ballantyne Corporate Pl, Charlotte, NC 28277 • 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 | 02/2022 | Present |
| Unemployed | Charlotte | NC | 10/2021 | 02/2022 |
| Target | Newton | NC | 06/2018 | 10/2021 |
| Ruby Tuesday | Charlotte | NC | 11/2007 | 06/2018 |
| University Of North Carolina Charlotte | Charlotte | NC | 08/2015 | 12/2018 |
| Bank Of America, N.A. | Charlotte | NC | 09/2022 | Present |
I*1365273 For profit or not for profit: Entity Charitable Name of outside business organization: Belk College of Business Alumni Council Investment related: N0 Address of business: Charlotte, North Carolina, 28223 Nature of business: School, College or University Position, title, association: Committee, Board Member, Fundraising committee Start date of relationship: 7/1/2023 Number of hours devoted: 1 hour Monthly Number of hours devoted during trading hours: 0 Duties: The purpose of the board is to drive UNCC Belk College of Business Alumni engagement. Currently they have not officially given specific roles but I was interested in and believe I would likely be involved in recruiting other Alumni through attending community events and inviting peers. I*: 2244309 Entity Type: Charitable Organization Name of OBA: Thompson Child & Family Focus Address: Matthews, North Carolina 28105 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 4/1/2025 Number of Hours: 2 hrs mthly Number of Hours during trading: 0 Duties: The purpose of the entity if to provide resources to children who are orphans or have been removed from their homes by child protective services. This includes foster parents, therapy, education and job placement. I am being asked to apply for a development committee role on the board. My role would be to attend networking events through the board and share information about the organization at those events.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-31 |
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