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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2022-10-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 06/2013 | Present |
| Bofa Securities, Inc. | Charlotte | NC | 05/2019 | Present |
I*128959 For profit or not for profit: Non-Profit Organization Name of outside business organization: Sea Island Habitat for Humanity Investment related: N Address of business: Johns Island, South Carolina 29455 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 1/14/2020 Number of hours devoted: 5 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Sea Island Habitat for Humanity is a Habitat for Humanity independent affiliate serving the Sea Island region of South Carolina. My role is on the Board of Directors for this non-profit organization.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-15 |
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