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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-14 |
| NC | RA | APPROVED | 2023-03-10 |
Branch Locations
503 Cross Creek Mall, Fayetteville, NC 28303 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Raleigh | NC | 01/2018 | Present |
| First South Bank | Fayetteville | NC | 02/2014 | 12/2017 |
| Bank Of America, N.A. | Raleigh | NC | 01/2023 | Present |
I*1102265, Entity Type: For Profit, Name of OBA: Rental Property 1, Address: Plymouth , North Carolina 27962, Investment Related: N, Position, Title, Association: Sole owner, Employee Start Date: 11/15/2022, No Hours: 1, No Hours during trading: 0, Duties: Owner of Rental Property I*: 2180264 Entity Type: Governmental Name of OBA: Fayetteville Cumberland County Economic Development Corp Address: Fayetteville, NC 28301 Investment Related: No Position, Title, Association: Committee Member Employee Start Date: 03/01/2025 Number of Hours: 2 hrs mthly Number of Hours during trading: 0 Duties: To provide grants to small businesses that will provide job opportunities in Fayetteville NC To review the grant request with the other committee members and make recommendation on funding. Which then will be reviewed and approved or denied by City Council Members
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-03 |
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