Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-01-23
NC RA APPROVED 2022-12-13
  • TX RA
    APPROVED
    Since 2023-01-23
  • NC RA
    APPROVED
    Since 2022-12-13

Branch Locations

1414 Raleigh Rd, Chapel Hill, NC 27517 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Raleigh NC 04/2022 Present
Self Employed Durham NC 03/2021 03/2022
National Coating & Supplies Raleigh NC 09/2020 03/2021
Channeladvisor Morrisville NC 09/2019 07/2020
Us Buildings / Elephant Structures Boone NC 01/2017 07/2019
Trinity Hope Associates Hudson NC 05/2016 11/2016
Bank Of America, N.A. Raleigh NC 08/2022 Present
  • 04/2022 → Present
    Raleigh, NC
  • 03/2021 → 03/2022
    Self Employed
    Durham, NC
  • 09/2020 → 03/2021
    National Coating & Supplies
    Raleigh, NC
  • 09/2019 → 07/2020
    Channeladvisor
    Morrisville, NC
  • 01/2017 → 07/2019
    Us Buildings / Elephant Structures
    Boone, NC
  • 05/2016 → 11/2016
    Trinity Hope Associates
    Hudson, NC
  • 08/2022 → Present
    Bank Of America, N.A.
    Raleigh, NC
Other Businesses

Quality Steel Structure LLC - Owner - Not investment related. Registered in the city of Boone in the state of North Carolina. Centralized point of contact for customers purchasing metal buildings and concrete, electrical, plumbing, insulation, and building contractors for complete metal building pricing, delivery, and installation. Business began in 2019. Due to current market conditions surrounding steel, the business is no longer viable and I am in the process of shutting it down. I currently do not spend any time (0 hours per month) working within or on the business and do not plan to continue business operations in the future.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-02
  • S66 Uniform Combined State Law Examination
    2022-12-02

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Chapel Hill, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor