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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-05-31 |
| TX | RA | APPROVED | 2018-03-15 |
| FL | RA | APPROVED | 2017-12-04 |
Branch Locations
150 N College 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 | Niceville | FL | 07/2017 | Present |
| Bank Of America, N.A. | Niceville | FL | 07/2017 | Present |
| Bank Of America, N.A. | Niceville | FL | 05/2015 | 07/2017 |
| Uber Technologies | Destin | FL | 07/2016 | 12/2016 |
I*838305For profit or not for profit: Name of outside business organization: Rental Property 1Investment related: NAddress of business: Destin, Florida, 32541Nature of business: Position, title, association: Sole owner, Start date of relationship: 6/16/2022Number of hours devoted: 0 hour(s) YearlyNumber of hours devoted during trading hours: 0DutiesI*838306For profit or not for profit: Name of outside business organization: Rental Property 2Investment related: NAddress of business: Destin, Florida, 32541Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 5/20/2022Number of hours devoted: 0 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-11 |
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