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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2017-09-15 |
Branch Locations
800 Green Valley Rd, Greensboro, NC 27408 • United States
620 S Tryon St, Charlotte, NC 28255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greensboro | NC | 10/2006 | Present |
| Bank Of America, N.A. | Greensboro | NC | 05/2017 | Present |
I*396227 Entity Type: Charitable Name of OBA:University of North Carolina Greensboro Address:Greensboro North Carolina Investment Related:No Position, Title, Association:Other Start Date:08/19/2019 No Hours: 4 Monthly No Hours during trading:4 Monthly Duties:Teaching a class at UNCG for first year business students. Teaching class 1 hour each week for the Fall Semester.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-14 |
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