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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-12 |
| NC | RA | APPROVED | 2025-08-15 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Employees' Credit Union | Arden | NC | 03/2015 | 06/2025 |
| Secu Brokerage Services | Raleigh | NC | 05/2017 | 06/2025 |
| Secu Life Insurance Company | Raleigh | NC | 05/2017 | 06/2025 |
| Credit Union Investment Services | Raleigh | NC | 09/2017 | 06/2025 |
| Members Trust Company | Tampa | FL | 10/2018 | 06/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Asheville | NC | 07/2025 | Present |
| Bank Of America, N.A. | Asheville | NC | 09/2025 | Present |
I*2675271, Entity Type Entity For Profit,Entity Publicly Traded, Name of OBA: Herbalife International of America, Inc. Address: Los AngelesCalifornia20080 Investment Related: No Position, Title, Association: Other Employee Start Date: 10/26/2020 No Hours: 0 yearly No Hours during trading: 0 yearly Duties: In years past I have sold the products offered by providing my website link. I am considered a distributor, but at this time I do not advertise the products in any way, but maintain my status for the discount on the products I use for myself. None
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-13 |
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