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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2018-05-21 |
| TX | RA | APPROVED | 2018-01-12 |
| NC | RA | APPROVED | 2017-09-25 |
Branch Locations
13510 Ballantyne Corporate Pl, Charlotte, NC 28277 • 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 | 11/2011 | Present |
| Bank Of America, N.A. | Charlotte | NC | 11/2011 | Present |
I*2465288, Entity Type: Entity Charitable, Name of OBA: Young Men's Service League , Address: Marvin, North Carolina, 28713, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 06/01/2025, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: Non profit Service/volunteer activities in our community. I role is take board meeting notes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-22 |
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