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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-02 |
| NC | RA | APPROVED | 2025-10-28 |
Branch Locations
401 N Tryon St Ci Client Services, Charlotte, NC 28255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors Llc | New York | NY | 10/2023 | 06/2025 |
| Myers Park High School | Charlotte | NC | 08/2014 | 06/2018 |
| University Of North Carolina At Charlotte | Charlotte | NC | 08/2018 | 05/2022 |
| Rama Swim And Racquet Club | Charlotte | NC | 05/2017 | 07/2017 |
| Luminary Networks | Charlotte | NC | 06/2018 | 08/2018 |
| Huneycutt Moving | Charlotte | NC | 09/2019 | 05/2020 |
| Vs America | Charlotte | NC | 06/2020 | 08/2020 |
| Ajw Detailing | Cornelius | NC | 06/2022 | 06/2023 |
| Unemployed | Charlotte | NC | 07/2023 | 09/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 09/2025 | Present |
| Unemployed | Charlotte | NC | 07/2025 | 08/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-11 |
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