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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-05 |
| NC | RA | APPROVED | 2025-09-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Palmer Group | Asheville | NC | 09/2023 | 08/2025 |
| Ben & Jerry's | Charlotte | NC | 04/2017 | 12/2021 |
| University Of North Carolina Wilmington | Wilmington | NC | 05/2020 | 01/2021 |
| Toucan's Lakefront Restaurant | Mooresville | NC | 05/2022 | 09/2023 |
| Carmel Christian School | Matthews | NC | 08/2013 | 05/2019 |
| University Of North Carolina Wilmington | Wilmington | NC | 08/2019 | 05/2023 |
| Pruco Securities Llc | Charlotte | NC | 09/2023 | 11/2024 |
| Lpl Enterprise, Llc | Charlotte | NC | 11/2024 | 08/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 09/2025 | Present |
| Bank Of America, N.A. | Charlotte | NC | 11/2025 | Present |
I*4778293 Entity Type: N/A Name of OBA: Ellevate Network Address: New York, New York, 10016 Investment Related: No Position, Title, Association: President Employee Start Date: 07/06/2026 Number of Hours: 8, Monthly Number of Hours during trading: 0, Monthly Duties: Ellevate Network is an organization that exists to bring women together, build them up, support them, and make every women feel like they belong. My responsibilities for stepping in as the President for the local Charlotte Chapter would include managing events, bridging communication with the Ellevate headquarters and the Charlotte chapter, lead chapter meeting, etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-16 |
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