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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-08-07 |
| TX | RA | APPROVED | 2023-05-12 |
| NC | RA | APPROVED | 2023-04-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 09/2016 | 09/2019 |
| Bagel Bin & Deli | Charlotte | NC | 02/2009 | 06/2020 |
| Ubs Financial Services Inc | Charlotte | NC | 09/2019 | 08/2021 |
| Lpl Financial Llc | Fort Mill | SC | 08/2021 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 04/2023 | Present |
| Bank Of America, N.A. | Charlotte | NC | 06/2023 | Present |
NAME OF BUSINESS: Limited Agent for step-fatherINVESTMENT-RELATED: YES ADDRESS: Charlotte, NCSTART DATE: 2/2019APPROXIMATE HOURS/MONTH: 1HOURS DEVOTED DURING TRADING HOURS: 0DESCRIPTION: I HAVE LIMITED TRANSACTIONAL AUTHORITY OVER MY STEP FATHERS ACCOUNTS, WHICH ARE HELD AT VANGUARD NAME OF BUSINESS: Limited Agent for motherINVESTMENT-RELATED: YESADDRESS: Charlotte, NCSTART DATE: 02/2019APPROXIMATE HOURS/MONTH: 1HOURS DEVOTED DURING TRADING HOURS: 0DESCRIPTION: I HAVE LIMITED TRANSACTIONAL AUTHORITY OVER MY MOTHERS ACCOUNTS, WHICH ARE HELD AT VANGUARD NAME OF BUSINESS: Limited Agent for fatherINVESTMENT-RELATED: YESADDRESS: Charlotte, NCSTART DATE: 01/2022APPROXIMATE HOURS/MONTH: 1HOURS DEVOTED DURING TRADING HOURS: 0DESCRIPTION: I HAVE LIMITED TRANSACTIONAL AUTHORITY OVER MY FATHERS ACCOUNTS, WHICH ARE HELD AT VANGUARD I*4236267, Entity Type: Entity Charitable, Name of OBA: Core Wrestling, Address: Charlotte, North Carolina, 28273, Investment Related: N, Position, Title, Association: Board Member, Employee Start Date: 04/15/2026, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: My responsibility is providing business acumen and thought leadership to help scale the business more quickly. Core Wrestling is a non-profit organization that supports training at Core Combat Academies. The organization trains young men and women (ages 6 to 18) to excel at the sport of wrestling.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-10-19 |
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