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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-20 |
| NC | RA | APPROVED | 2025-10-08 |
Branch Locations
401 N Tryon St Ci Client Services, Charlotte, NC 28255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Bank | Greensboro | NC | 02/2022 | 09/2023 |
| Wells Fargo Bank | Las Vegas | NV | 05/2019 | 02/2022 |
| Express | Raleigh | NC | 12/2017 | 05/2019 |
| Campbell University | Buies Creek | NC | 01/2016 | 05/2018 |
| Food Lion | Lillington | NC | 07/2013 | 07/2017 |
| Thrivent Investment Management Inc | Raleigh | NC | 06/2023 | 01/2024 |
| Thrivent Financial | Appleton | WI | 09/2023 | 01/2025 |
| Thrivent Financial | Appleton | WI | 09/2023 | 01/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rolling Meadows | IL | 08/2025 | Present |
| N/A | N/A | XX | 01/2025 | 08/2025 |
| Us Trust Company Of Delaware | Wilmington | DE | 06/2017 | 08/2017 |
I*: 2819272 ENTITY TYPE: FOR PROFIT NAME: AFFINITY BUSINESS AND COMMUNITY DEVELOPMENT LLC ADDRESS: Durham, NC 27709 POSITION: Managing Member INVESTMENT RELATED: No START DATE: 09/30/2024 NUMBER OF HOURS: 15 HRS WKLY SECURITIES TRADING HOURS: 0 START DATE: 09/30/2024 DUTIES: Real Estate Development I*: 2820270 Entity Type: For Profit Name: Danair Company LLC Investment-relate: No Address: Raleigh, NC 27601 Title, or relationship with the other business: Managing Member, Owner Start date of your relationship: 06/2/2022 Approximate number of hours/month you devote to the other business: 0 Number of hours you devote to the other business during securities trading hours: 0 Duties: Managing Member, no other duties since the entity does not have any functions currently
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-02 |
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