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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-31 |
Branch Locations
620 S Tryon St, Charlotte, NC 28255 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 12/2025 | Present |
| Wells Fargo Advisors | Charlotte | NC | 09/2025 | 12/2025 |
| Uncc | Charlotte | NC | 01/2016 | 05/2025 |
| Dexian Llc | Charlotte | NC | 01/2025 | 09/2025 |
| Reliance Management Group I Us Colorworks | Monroe | NC | 05/2019 | 08/2019 |
| Red Truck Men | Charlottee | NC | 05/2022 | 08/2024 |
| University Of North Carloina At Charlotte | Charlotte | NC | 08/2021 | 05/2025 |
| Bank Of America, N.A. | Charlotte | NC | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-31 |
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