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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-05-15 |
| TX | RA | APPROVED | 2025-05-15 |
Branch Locations
1501 S Cannon Blvd, Kannapolis, NC 28083 • United States
4111 N Tryon St, Charlotte, NC 28206 • United States
550 S Tryon St 44Th & 45Th Fls, Charlotte, NC 28202 • United States
5920 Highland Shoppes Dr Ste 103, Charlotte, NC 28269 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Gastonia | NC | 07/2022 | 05/2025 |
| Unemployed | Santo Domingo | 05/2022 | 06/2022 | |
| St. Pancras Renaissance Hotel | London | 09/2021 | 12/2021 | |
| Pnc Bank | Greensboro | NC | 05/2021 | 07/2021 |
| Rollins College Accounting & Finance Department | Winter Park | FL | 08/2018 | 05/2021 |
| Rollins College | Winter Park | FL | 08/2018 | 05/2022 |
| St. Michael's School | Santo Domingo | 09/2012 | 07/2018 | |
| Bank Of America, N.A. | Gastonia | NC | 10/2022 | 05/2025 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-26 |
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