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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2009-10-23 |
| TX | RA | APPROVED | 2009-10-23 |
Branch Locations
100 Federal St Merrill Edge - Consumer Banking, Boston, MA 02110 • United States
150 N College St Ci Business Controls, Charlotte, NC 28202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Charlotte | NC | 06/1992 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 10/2009 | Present |
I*124390 For profit or not for profit: For-Profit Organization Name of outside business organization: Wilkins Family Homes, LLC Investment related: N Address of business: Charlotte, North Carolina 28207 Nature of business: LLC, Position, title, association: Fiduciary, Start date of relationship: 2/21/2017 Number of hours devoted: 0 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: Home Renovation business owned and operated by my wife I*124389 For profit or not for profit: For-Profit Organization Name of outside business organization: Gray Family Homes Investment related: N Address of business: Charlotte, North Carolina 28207 Nature of business: LLC, Position, title, association: Fiduciary, Start date of relationship: 2/21/2017 Number of hours devoted: 0 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: Home Renovation Business owned and operated by my wife
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 1986-07-28 |
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