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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-04 |
| NC | RA | APPROVED | 2026-06-01 |
Branch Locations
401 N Tryon St Ci Client Services, Charlotte, NC 28255 • United States
1600 Golf Rd Ci Client Services, Rolling Meadows, IL 60008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dfa Securities Llc | Charlotte | NC | 03/2022 | 04/2023 |
| Iona College | New Rochelle | NY | 08/2020 | 11/2021 |
| Phyton Talent Advisors | Charlotte | NC | 12/2019 | 07/2020 |
| The University Of North Carolina At Charlotte | Charlotte | NC | 08/2017 | 05/2019 |
| Unemployed | Charlotte | NC | 04/2023 | 05/2025 |
| Central Piedmont Community College | Charlotte | NC | 01/2014 | 05/2017 |
| Unemployed | Charlotte | NC | 05/2019 | 12/2019 |
| Unemployed | New Rochelle | NY | 11/2021 | 02/2022 |
| Unemployed | Charlotte | NC | 02/2022 | 03/2022 |
| Vanguard Marketing Corporation | Charlotte | NC | 05/2025 | 04/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 04/2026 | Present |
| Dimensional Fund Advisors | Charlotte | NC | 03/2022 | 04/2023 |
| Equitable | Charlotte | NC | 12/2019 | 07/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2025-09-08 |
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