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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-11-15 |
| NC | RA | APPROVED | 2018-06-22 |
Branch Locations
9000 Southside Blvd Ci Client Management, Jacksonville, FL 32256 • United States
401 N Tryon St Ci Client Management, 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 | Charlotte | NC | 09/2017 | Present |
| Unemployed | Matthews | NC | 11/2016 | 09/2017 |
| Fifth Third Bank | Charlotte | NC | 01/2014 | 11/2016 |
| Bank Of America, N.A. | Charlotte | NC | 07/2018 | Present |
I*7481For profit or not for profit: Name of outside business organization: Emilio RaymondInvestment related: Address of business:Charlotte, North Carolina 28270Nature of business: ,Position, title, association: , Start date of relationship: 7/5/2010Number of hours devoted: 1 hour(s) Number of hours devoted during trading hours: 0Duties: I*3563265 Entity Type: N/A Name of OBA: S A R Address: Matthews, North Carolina, 28104 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 01/16/2026 Number of Hours: 1, Monthly Number of Hours during trading: 0, Monthly Duties: Child/Grandchild
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-21 |
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