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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-02-11 |
| TX | RA | APPROVED | 2023-01-31 |
| NC | RA | APPROVED | 2022-12-16 |
Branch Locations
1611 S Nevada Ave, Colorado Springs, CO 80905 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Inc | Raleigh | NC | 07/2022 | Present |
| Bank Of America | Raleigh | NC | 04/2019 | 10/2020 |
| Bank Of America | Raleigh | NC | 10/2020 | 07/2022 |
| First Citizens Bank | Raleigh | NC | 02/2019 | 04/2019 |
| Regions Bank | Tampa | FL | 01/2018 | 02/2019 |
| Regions Bank | Tampa | FL | 05/2017 | 01/2018 |
| Angela Drywall | Tampa | FL | 06/2015 | 05/2017 |
| Mktg, Inc | Tampa | FL | 10/2013 | 02/2019 |
| Bank Of America, N.A. | Raleigh | NC | 09/2022 | Present |
I*2032288, Entity Type, Entity for Profit, Name of OBA: Rover, Address: Raleigh, NC, 2764, Investment Related: No, Position, Title, Association: Consultant/Independent Contractor, Employee Start Date: 10/10/2024, No Hours: 10hrs/Weekly, No Hours during trading: 0, Duties: Dog sitter at my home.I*2157260, Entity Type: , Name of OBA: D J G, Address: Raleigh, North Carolina, 27614, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 15-Aug-2024, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*4542268 Entity Type: Fiduciary Role Name of OBA: M R Address: Fountain, Colorado, 80817 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 05/15/2026 Number of Hours: 2, Yearly Number of Hours during trading: 0, Yearly Duties: Siblings
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-01 |
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