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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-06-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cary | NC | 06/2019 | Present |
| East Carolina University | Greenville | NC | 08/2015 | 12/2018 |
| Unemployed | Williamston | NC | 01/2019 | 05/2019 |
| Bank Of America Merrill Lynch | Cary | NC | 06/2017 | 08/2017 |
| Bank Of America Merrill Lynch | Cary | NC | 06/2018 | 08/2018 |
| Bank Of America, N.A. | Cary | NC | 11/2019 | Present |
| Truist Investment Services, Inc. | Rocky Mount | NC | 06/2022 | Present |
| Truist Advisory Services, Inc. | Rocky Mount | NC | 06/2022 | Present |
MARTIN COUNTY ECONOMIC DEVELOPMENT CORPORATION POSITION: Board Member NATURE: The Martin County Economic Development Corporation is the designated local organization that leads the business recruitment effort for Martin County and its municipalities. We work with regional and statewide economic development organizations and business allies to bring new jobs and investment to our County, as well as to support and nurture our existing industry. We work with companies both large and small, and welcome the opportunity to help any organization that is looking for an ideal place to establish or expand its facilities. Our organization is publicly funded by the County and the Board is appointed by the County Commissioners. In addition, we are supported by a local Committee of 100, a private 501(c)3 non-profit that provides supplemental funding for special projects such as our County industrial park, new shell building, some infrastructure extensions and specific marketing efforts. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 11/10/2023 ADDRESS: Williamston NC, United States DESCRIPTION: My duties and responsibilities with the Martin County Economic Development Corporation are solely of a passive nature. We gather once a month to discuss business activities (and potential business opportunities) throughout Martin County. We all bring a different business perspective to the table, and all are committed to helping Martin County succeed and grow. MARTIN COMMUNITY COLLEGE BOARD OF TRUSTEES POSITION: Trustee NATURE: The Board of Trustees of Martin Community College serves to safeguard the mission of the college, represent the voice of the community, and ensure accountability, quality and access. The board governs as both a corporate body and a public body, exercising powers that include, hiring, budgeting, and policymaking. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 07/08/2025 ADDRESS: Williamston NC, United States DESCRIPTION: The core responsibilities of the Martin Community College Board of Trustees include (A) hiring, supporting, and evaluating the President, (B) adopting bylaws and policies for Martin Community College, (C) approving and overseeing the budget for Martin Community College, (D) safeguarding institutional accreditation, and (E) setting strategic direction and monitoring outcomes. We are obligated to act in good faith, avoid any conflicts of interest, and follow all applicable governing documents.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-23 |
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