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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-16 |
| NC | RA | APPROVED | 2025-06-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors Llc | New York | NY | 02/2023 | 08/2023 |
| Gd Realty Llc | Oak Ridge | NC | 12/2021 | 04/2025 |
| Elon Universtiy | Elon | NC | 08/2018 | 05/2022 |
| Not Employed | Mcleansiville | NC | 05/2018 | 08/2018 |
| University Of North Carolina At Greensboro | Greensboro | NC | 03/2012 | 05/2018 |
| Pruco Securities Llc | Greensboro | NC | 11/2023 | 04/2025 |
| The Prudential Insurance Company Of America | Greensboro | NC | 11/2023 | 04/2025 |
| Lpl Enterprise, Llc | High Point | NC | 11/2024 | 04/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chapel Hill | NC | 05/2025 | Present |
| Bank Of America, N.A. | Chapel Hill | NC | 06/2025 | Present |
I*:2496324Entity Type: Rental PropertyOBA Name: Rental Property 3Investment Related: NoPosition: Co-owner with other family membersStart Date: 5/15/2023Address: High Point, NC Hours Devoted: - 1hr annuallyHours Devoted during trading hours: 0Duties: Co-owner with other family members of rental propertyI*: 2497363Entity Type: Rental Property Name of OBA: Rental Property 1Address: Greensboro, NC 27455Investment Related: NoPosition, Title, Association: Co-owner with other family membersEmployee Start Date: 6/15/2024Number of Hours: 1 hr annuallyNumber of Hours during trading: 0 Duties: Co-owner with other family members of rental propertyI*: 2497364Entity Type: Rental Property Name of OBA: Rental Property 2Address: Greensboro, NC 27455Investment Related: NoPosition, Title, Association: Co-owner with other family membersEmployee Start Date: 11/17/2023Number of Hours: 1 hr annuallyNumber of Hours during trading: 0Duties: Co-owner with other family members of rental propertyI*: 2497366Entity Type: Rental Property Name of OBA: Rental Property 3Address: Greensboro, NC 27455Investment Related: NoPosition, Title, Association: Co-owner with other family membersEmployee Start Date: 6/30/2025Number of Hours: 1 hr annuallyNumber of Hours during trading: 0 Duties: Co-owner with other family members of rental property I*4569282 Entity Type: N/A Name of OBA: Rental Property - 14-May-26 - 1 Address: Durham, North Carolina, 27707 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 06/01/2026 Number of Hours: 1, Monthly Number of Hours during trading: 0, Monthly Duties: N/A
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-11 |
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