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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-10 |
| NC | RA | APPROVED | 2025-04-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greensboro | NC | 06/2017 | 03/2024 |
| Jim N Nick'S Restaurant | Charlotte | NC | 09/2015 | 03/2017 |
| University Of North Carolina At Charlotte | Charlotte | NC | 08/2013 | 05/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2024 | 03/2025 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2024 | 03/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greensboro | NC | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-08 |
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