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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-06-27 |
Branch Locations
150 N College St, Charlotte, NC 28255 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 06/2022 | 08/2023 |
| Charlotte Metro Federal Credit Union | Charlotte | NC | 12/2020 | 06/2022 |
| Hudson Valley Credit Union | Mahopac | NY | 12/2018 | 10/2020 |
| Wild Dunes Resort | Isle Of Palms | SC | 08/2015 | 10/2018 |
| Self-Employed | Mahopac | NY | 07/2020 | 10/2020 |
| Southern New Hampshire University | Yorktown Heights | NY | 08/2019 | 09/2019 |
| Southern New Hampshire University | Mahopac | NY | 09/2019 | 10/2020 |
| Southern New Hampshire University | Charlotte | NC | 10/2020 | 02/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 03/2024 | Present |
| Bank Of America | Charlotte | NC | 08/2023 | 03/2024 |
| Skyla Federal Credit Union('SMall Business Banker) | Charlotte | NC | 11/2021 | 06/2022 |
| Skyla Federal Credit Union | Charlotte | NC | 11/2020 | 11/2021 |
| Southern New Hampshire University | Charlotte | NC | 08/2023 | 03/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-12 |
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