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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-14 |
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 |
|---|---|---|---|---|
| Ubs | Charlotte | NC | 06/2023 | 07/2026 |
| East Carolina University College Of Business | Greenville | NC | 01/2023 | 05/2023 |
| East Carolina University College Of Business | Greenville | NC | 08/2021 | 05/2023 |
| Packtv | Raleigh | NC | 08/2018 | 05/2021 |
| Wolfbytes Radio | Raleigh | NC | 09/2018 | 07/2021 |
| Nc State University Athletics | Raleigh | NC | 01/2020 | 04/2020 |
| Outdoor Provisions | Fuquay Varina | NC | 04/2020 | 08/2021 |
| Nc State University | Raleigh | NC | 08/2017 | 05/2021 |
| Sports & Properties Inc | Cary | NC | 08/2020 | 11/2020 |
| Bad Daddy's Burger Bar | Raleigh | NC | 07/2019 | 02/2020 |
| Usa Baseball | Cary | NC | 05/2019 | 09/2019 |
| Macallan Construction | Raleigh | NC | 05/2019 | 08/2019 |
| Watson's Christmas Tree Farm | Lumberton | NC | 11/2015 | 12/2018 |
| Contempora Fabrics | Lumberton | NC | 05/2018 | 08/2018 |
| Lumberton Senior High School | Lumberton | NC | 08/2013 | 05/2017 |
| Lumberton Racquet Club | Lumberton | NC | 08/2013 | 08/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 07/2026 | Present |
| Bank Of America, N.A. | Charlotte | NC | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-14 |
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