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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-21 |
| NC | RA | APPROVED | 2025-10-23 |
Branch Locations
401 N Tryon St Ci Client Management, Charlotte, NC 28255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 10/2022 | 07/2023 |
| Internal Revenue Service | Concord | NC | 12/2019 | 05/2022 |
| The Hertz Corporation | Leesburg | VA | 01/2019 | 12/2019 |
| Navy Federal Credit Union | Winchester | VA | 01/2018 | 05/2018 |
| Policy And Planning Intership Shenandoah University | Winchester | VA | 06/2016 | 12/2018 |
| Malloy Ford | Winchester | VA | 04/2022 | 07/2022 |
| Spectrum | Charlotte | NC | 08/2022 | 10/2022 |
| Shenandoah University | Winchester | VA | 06/2016 | 12/2018 |
| Subaru Of Winchester | Winchester | VA | 02/2017 | 04/2017 |
| Self Employed | Concord | NC | 10/2022 | 10/2022 |
| Wells Fargo Clearing Services | Charlotte | NC | 08/2023 | 10/2023 |
| Ally Invest Securities Llc | Charlotte | NC | 11/2023 | 05/2024 |
| Psychotherapy Of Winchester | Winchester | VA | 07/2016 | 02/2017 |
| Fidelity Investments | Charlotte | NC | 05/2024 | 08/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 08/2025 | Present |
| Bank Of America, N.A. | Charlotte | NC | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-10 |
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