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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-04-23 |
| VA | RA | APPROVED | 2023-12-11 |
| NC | RA | APPROVED | 2022-09-01 |
| TX | RA | APPROVED | 2022-08-26 |
Branch Locations
50 N Laura St, Jacksonville, FL 32202 • United States
800 Green Valley Rd, Greensboro, NC 27408 • United States
7 Sheridan Sq, Kingsport, TN 37660 • United States
206 Princeton Rd, Johnson City, TN 37601 • United States
500 State St, Bristol, TN 37620 • United States
1705 Enterprise Dr, Lynchburg, VA 24502 • United States
110 Franklin Rd Se, Roanoke, VA 24011 • United States
Summerfield, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greensboro | NC | 07/1996 | Present |
I*3428266 Entity Type: N/A Name of OBA: Birkhaven Executive HOA Board Address: Summerfield, North Carolina, 27358 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 01/26/2026 Number of Hours: 1, Monthly Number of Hours during trading: 0, Monthly Duties: Neighborhood Homeowners Association Board member for neighborhood HOA. Responsible for upkeep and various duties associated with neighborhood.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-23 |
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