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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-12 |
| NC | RA | APPROVED | 2025-04-08 |
Branch Locations
6636 Knightdale Blvd, Knightdale, NC 27545 • United States
5005 Capital Blvd, Raleigh, NC 27616 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Durham | NC | 09/2022 | 12/2024 |
| Walmart Associates Inc. | Raleigh | NC | 10/2019 | 09/2022 |
| Channel Point Employment Services L | Raleigh | NC | 09/2018 | 10/2019 |
| Trinet Hr 11-A, Inc. | Raleigh | NC | 09/2018 | 10/2019 |
| University Of Puerto Rico | Bayamon | PR | 08/2008 | 07/2018 |
| Lily Jelly | Santurce | PR | 04/2016 | 07/2017 |
| Bellevue University | Bellevue | NE | 03/2021 | 09/2022 |
| Walden University | Minneapolis | MN | 05/2019 | 05/2020 |
| State Employees' Credit Union | Raleigh | NC | 01/2025 | 03/2025 |
| Secu Brokerage Services | Raleigh | NC | 01/2025 | 03/2025 |
| Credit Union Investment Services | Raleigh | NC | 01/2025 | 03/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wake Forest | NC | 03/2025 | Present |
| University Of North Carolina Pembroke | Pembroke | NC | 01/2023 | Present |
| Bank Of America, N.A. | Wake Forest | NC | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-18 |
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