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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-24 |
Branch Locations
401 N Tryon St Ci Client Management, Charlotte, NC 28255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Servies | Charlotte | NC | 09/2025 | 06/2026 |
| Dysis | Mc Lean | VA | 09/2025 | 06/2026 |
| Lowcountry Watersports | Hilton Head | SC | 05/2024 | 08/2024 |
| Island Life | Hilton Head | SC | 05/2023 | 08/2023 |
| Island Life | Hilton Head | SC | 05/2022 | 08/2022 |
| Wheelz | Hilton Head | SC | 05/2021 | 08/2021 |
| Wheelz | Hilton Head | SC | 05/2020 | 08/2020 |
| Island Carwash | Okatie | SC | 05/2019 | 08/2019 |
| Coastal Carolina University | Conway | SC | 08/2021 | 05/2025 |
| Unemployed | Okatie | SC | 01/2015 | 05/2019 |
| Unemployed | Charlotte | NC | 05/2025 | 08/2025 |
| May River High School | Bluffton | SC | 08/2017 | 06/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 06/2026 | Present |
| Bank Of America, N.A. | Charlotte | NC | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2025-10-31 |
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