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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-01-18 |
| TX | RA | APPROVED | 2023-01-02 |
Branch Locations
2315 Airport Blvd Nw, Wilson, NC 27895 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wilson | NC | 09/2022 | Present |
| Fulton Bank N.A | Richmond | VA | 08/2017 | 09/2022 |
| Bb&T Now Truist | Washington | DC | 06/2012 | 07/2017 |
| Bank Of America, N.A. | Wilson | NC | 11/2022 | Present |
I*: 2477289 Entity Type: Fiduciary role Name of OBA: H. J. D. Address: Wilson, NC 27896 Investment Related: No Position, Title, Association: POA Employee Start Date: 05/20/2025 Number of Hours: 1 hr annually Number of Hours during trading: 0 Duties: POA for parents I*: 2478289 Entity Type: Fiduciary role Name of OBA: G. P. D. Address: Wilson, NC 27896 Investment Related: No Position, Title, Association: POA Employee Start Date: 05/20/2025 Number of Hours: 1 hr annually Number of Hours during trading: 0 Duties: POA for parents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-20 |
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