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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-01-23 |
| TX | RA | APPROVED | 2023-01-05 |
Branch Locations
2315 Airport Blvd Nw, Wilson, NC 27895 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wilson | NC | 07/2017 | Present |
| Us Cellular | Greenville | NC | 09/2000 | 04/2017 |
| Unemployed | Wilson | NC | 05/2017 | 06/2017 |
| Bank Of America, N.A. | Wilson | NC | 09/2022 | Present |
I*121355 For profit or not for profit: For-Profit Organization Name of outside business organization: Uber Investment related: N Address of business: Wilson, North Carolina 27893 Nature of business: Other,Delaware Corp Position, title, association: Part-Time, Start date of relationship: 3/16/2019 Number of hours devoted: 20 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Uber driver on weekends Name of the other businessFriends of the Wilson County Public Library Whether the business is investment-relatedThe business is not investment related Address of the other business249 Nash St N Wilson, NC 27893 Nature of the other businessPublic Library Your positionBoard Member Title, or relationship with the other businessOutgoing Board President Start date of your relationshipJanuary 2014 started on the board Approximate number of hours/month you devote to the other business2 hours per month Number of hours you devote to the other business during securities trading hours45 minutes per quarter for board meetings Briefly describe your duties relating to the other businessMove books, take books to little library's, work the annual books sale in November.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-29 |
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