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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-10-22
NC RA APPROVED 2023-10-10
  • TX RA
    APPROVED
    Since 2024-10-22
  • NC RA
    APPROVED
    Since 2023-10-10

Branch Locations

13510 Ballantyne Corporate Pl, Charlotte, NC 28277 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 10/2019 → Present
    Charlotte, NC
  • 08/2017 → 05/2019
    Full Time Student
    Charlotte, NC
  • 05/2019 → 10/2019
    Unemployed
    Charlotte, NC
  • 08/2019 → 08/2019
    Spectrum (Charter Communications)
    Charlotte, NC
  • 01/2015 → 05/2017
    Central Piedmont Community College
    Charlotte, NC
  • 08/2017 → 05/2019
    University Of North Carolina At Charlotte
    Charlotte, NC
  • 10/2024 → Present
    Bank Of America, N.A.
    Charlotte, NC
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-07
  • S66 Uniform Combined State Law Examination
    2023-10-07

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