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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-10-14 |
| MD | RA | APPROVED | 2025-08-08 |
| TX | RA | APPROVED | 2025-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Inc. | Chapel Hill | NC | 07/2014 | 12/2021 |
| Unemployed | Chapel Hill | NC | 12/2021 | 08/2022 |
| Durham Tech Community Collage | Durham | NC | 08/2022 | 01/2023 |
| Fidelity Investments | Durham | NC | 01/2023 | 09/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 05/2025 | Present |
| Unemployed | Concord | NC | 09/2024 | 05/2025 |
| Bank Of America, N.A. | Washington | DC | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-03 |
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