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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-06 |
| NC | RA | APPROVED | 2026-03-26 |
Branch Locations
401 N Tryon St Ci Client Management, Charlotte, NC 28255 • 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 | 01/2026 | Present |
| Act Call Technologies | Boones Creek | TN | 06/2023 | 01/2026 |
| Ao Smith | Johnson City | TN | 05/2023 | 06/2023 |
| Showplace Cabinetry | Harrisburg | SD | 08/2022 | 05/2023 |
| Target | Sioux Falls | SD | 06/2022 | 08/2022 |
| Shopko Optical | Watertown | SD | 11/2021 | 06/2022 |
| Walmart | Watertown | SD | 08/2021 | 11/2021 |
| Walmart | Huron | SD | 04/2020 | 08/2021 |
| Harrisburg High School | Harrisburg | SD | 08/2017 | 05/2020 |
| Cold Stone Creamery | Sioux Falls | SD | 02/2020 | 04/2020 |
| Air Madness | Harrisburg | SD | 05/2019 | 03/2020 |
| Ck Stables | Harrisburg | SD | 06/2016 | 05/2019 |
| Sanborn Central | Forestburg | SD | 08/2014 | 05/2017 |
| Bank Of America, N.A. | Charlotte | NC | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-26 |
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