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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-06-30 |
| TX | RA | APPROVED | 2025-06-30 |
Branch Locations
13510 Ballantyne Corporate Pl, Charlotte, NC 28277 • United States
One Bryant Park, New York, NY 10036 • 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 | 08/2024 | Present |
| Au Pro Lacrosse | Sparks | MD | 02/2024 | 08/2024 |
| Morgan Stanley | Baltimore | MD | 07/2023 | 08/2023 |
| Cbre | Baltimore | MD | 07/2022 | 08/2022 |
| Ecd Lacrosse | Timonium | MD | 06/2020 | 08/2021 |
| Misty Valley | Hunt Valley | MD | 06/2020 | 08/2020 |
| Fx Studios | Hunt Valley | MD | 04/2019 | 01/2020 |
| Roseda Farms | Sparks | MD | 06/2017 | 08/2019 |
| James Madison University | Harrisonburg | VA | 08/2023 | 07/2024 |
| James Madison University | Harrisonburg | VA | 08/2022 | 07/2023 |
| James Madison University | Harrisonburg | VA | 08/2021 | 07/2022 |
| James Madison University | Harrisonburg | VA | 08/2020 | 05/2021 |
| James Madison University | Harrisonburg | VA | 08/2019 | 06/2020 |
| Hereford High School | Hereford | MD | 12/2014 | 04/2019 |
| Coppermine Fieldhouse | Baltimore | MD | 12/2023 | 12/2023 |
I*: 2116344 Entity Type: General Partnership Name: WLL Investment-related: No Address: El Segundo, CA Title, or relationship with the other business: Athlete Start date of your relationship: 02/08/2025 Hours/month you devote to the other business: 2 Annually Hours you devote to the other business during securities trading hours: 8 hours during the one week in February Duties relating to the other business: I am also a professional women's lacrosse player. When the WLL takes place from February 8th to February 17th I will compete in practices and games. I*: 1977274 Entity Type: Sole Proprietorship Name: I P Lacrosse training Investment-related: No Address: Belmont, NC Title, or relationship with the other business: Owner/coach Start date of your relationship: 06/01/2019 Hours/month you devote to the other business: 6 Weekly Hours you devote to the other business during securities trading hours: 0 Duties relating to the other business: I train girls in lacrosse in clinics and small group sessions
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-16 |
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