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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-08-20 |
| NC | RA | APPROVED | 2022-12-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 02/2018 | 12/2022 |
| Iredell-Statesville Schools | Statesville | NC | 08/2009 | 02/2018 |
| Mary Kay Cosmetics | Dallas | TX | 08/2015 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 12/2022 | Present |
| Bank Of America, N.A. | Charlotte | NC | 02/2023 | Present |
Farmland rental Address: Statesville, NCStart date: 1/1/200Position: OwnerHours per week: 0 Hours during trading: 0 Duties: Pasture rental We are responsible for the electric bill and property taxes.Entity Type: CharitableStatesville Chamber of CommerceAddress: Statesville, NC Start date: 3/1/2019Position: AmbassadorHours per week: 0Hours during trading: 0Duties: Visit new businesses to welcome them to the area. Attend ribbon cuttings and network with area professionals. This is not a paid position and I do not handle any funds.GFWC of NC Statesville Woman's Club Type of business: civic club Statesville, NC Start date: 3/1/2022club member Hours per week: 0Hours during trading: 0The Statesville Woman's Club is involved in civic and volunteer activities. volunteer in various capacities - public school projects, community projects, etc. I do not handle club funds.I*1113282 Entity Type: Rental Property Name of outside business organization: Rental Property 1 Investment related: No Address of business: Statesville, North Carolina, 28625 Position, title, association: Co-owner with other family members, Start date of relationship: 6/1/2022 Number of hours devoted: 0 Number of hours devoted during trading hours: 0 Duties: General Notes: This rental property is open pasture land that my husband and his sister inherited from their parents. We, along with my sister-in-law, rent the land to a dairy farmer who plants crops throughout the year - hay, soybeans, corn, etc.I*1233254For profit or not for profit: Name of outside business organization: Friendship United Methodist Church Investment related: No Address of business: Statesville, North Carolina, 28625Nature of business: ["Church or Religious Organization Position: Finance committee Start date of relationship: 4/1/2023 Hours devoted: 3 hours Monthly Number of hours devoted during trading hours: 0 Duties: We are a Methodist church and I would serve with 5 other people to make recommendations regarding the church budget that would then go to the church council for final approval or disapproval.I*: 2496362Entity Type: CharitableName of OBA: North Iredell Raiders Capital Improvements ClubAddress: Statesville, NCInvestment Related: NoPosition, Title, Association: VolunteerEmployee Start Date: 7/29/2021Number of Hours: 0Number of Hours during trading: 0Duties: This organization holds two events a year to raise funds to make capital improvements to North Iredell High School outdoor and sports facilities. I help with community awareness and also volunteering at the two events - a dinner/reverse raffle and golf tournament. I received no compensation and have no control or access to funds. I set up desserts and check people in at the raffle, check golfers in at the tournament, and attend board meetings to help make decisions on proposed projects.I*: 2496365Entity Type: CharitableName of OBA: Performing Arts Live IredellAddress: Statesville, NC 28677Investment Related: NoPosition, Title, Association: Board memberEmployee Start Date: 05/20/2025Number of Hours: 2 hrs mthlyNumber of Hours during trading: 0Duties: Performing Arts Live Iredell was established many years ago to promote live musical concerts in the Statesville area and to support local young artists in their education and artistic pursuits. I serve as a board member to choose the performances and promote awareness of the acts and artists. I receive no compensation and have no access to funds. I*3827291 Entity Type: Entity Governmental Name of OBA: Iredell County Board of Elections Address: Statesville, North Carolina, 28677 Investment Related: No Position, Title, Association: Other Employee Start Date: 03/03/2026 Number of Hours: 14, Yearly Number of Hours during trading: 8, Yearly Duties: Board of elections Pollworker, specifically curbside voting
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-01 |
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