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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-22 |
| NC | RA | APPROVED | 2023-10-10 |
Branch Locations
13510 Ballantyne Corporate Pl, Charlotte, NC 28277 • 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 | 10/2019 | Present |
| Full Time Student | Charlotte | NC | 08/2017 | 05/2019 |
| Unemployed | Charlotte | NC | 05/2019 | 10/2019 |
| Spectrum (Charter Communications) | Charlotte | NC | 08/2019 | 08/2019 |
| Central Piedmont Community College | Charlotte | NC | 01/2015 | 05/2017 |
| University Of North Carolina At Charlotte | Charlotte | NC | 08/2017 | 05/2019 |
| Bank Of America, N.A. | Charlotte | NC | 10/2024 | Present |
I*1194286For profit or not for profit: Entity For ProfitName of outside business organization: KH Ventures LLCInvestment related: NAddress of business: Charlotte, North Carolina, 28215Nature of business: ["Limited Liability Company"]Position, title, association: ["Owner"], Start date of relationship: 12/1/2022Number of hours devoted: 1 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: , The entity is used as a residential real estate investment company that invests in home flips and single-family rentals units. I*4237265, Entity Type: Entity Charitable, Name of OBA: University of North Carolina at Charlotte, Address: Charlotte, North Carolina, 28202, Investment Related: N, Position, Title, Association: Board Member, Employee Start Date: 06/01/2026, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: Support alumni engagement initiatives, participating in board meetings, and contributing to the planning and execution of events and programs that strengthen the alumni network. Expected to represent the university in a professional manner, provide thoughtful input on strategic initiatives, and collaborate with fellow board members and university leadership. Additionally, I will support mentorship opportunities, and help identify ways to enhance alumni participation and long-term connection to UNC Charlotte. Alumni board
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-07 |
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