Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-11-12
NC RA APPROVED 2024-10-18
  • TX RA
    APPROVED
    Since 2024-11-12
  • NC RA
    APPROVED
    Since 2024-10-18

Branch Locations

620 S Tryon St, Charlotte, NC 28255 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpm Distribution Srvcs, Inc Columbus OH 11/2023 04/2024
Libertas Wealth Management Columbus OH 01/2023 03/2023
The Ohio State University Columbus OH 01/2021 12/2022
Altimetrik Southfield MI 02/2022 12/2022
Restoration Hardware Columbus OH 05/2022 06/2022
Lowe's Youngstown OH 05/2019 07/2019
Unemployed Youngstown OH 11/2013 04/2019
Unemployed Youngstown OH 08/2019 12/2020
Unemployed Youngstown OH 04/2023 10/2023
Ubs Financial Services, Inc Charlotte NC 04/2024 10/2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 09/2024 Present
Bank Of America, N.A. Charlotte NC 11/2024 Present
  • 11/2023 → 04/2024
    Jpm Distribution Srvcs, Inc
    Columbus, OH
  • 01/2023 → 03/2023
    Libertas Wealth Management
    Columbus, OH
  • 01/2021 → 12/2022
    The Ohio State University
    Columbus, OH
  • 02/2022 → 12/2022
    Altimetrik
    Southfield, MI
  • 05/2022 → 06/2022
    Restoration Hardware
    Columbus, OH
  • 05/2019 → 07/2019
    Lowe's
    Youngstown, OH
  • 11/2013 → 04/2019
    Unemployed
    Youngstown, OH
  • 08/2019 → 12/2020
    Unemployed
    Youngstown, OH
  • 04/2023 → 10/2023
    Unemployed
    Youngstown, OH
  • 04/2024 → 10/2024
    Charlotte, NC
  • 09/2024 → Present
    Charlotte, NC
  • 11/2024 → Present
    Bank Of America, N.A.
    Charlotte, NC
Previous Registrations
Other Businesses

I*4624310 Entity Type: Entity For Profit Name of OBA: ClearVend LLC Address: Columbus, Ohio, 43830 Investment Related: No Position, Title, Association: Owner Employee Start Date: 05/19/2026 Number of Hours: 10, Monthly Number of Hours during trading: 0, Monthly Duties: Vending Machine Business - will be selling nightlife items at bars and clubs such as disposable cameras, mystery bags, pokemon cards, electrolyte packs, and chargers. NO marijuana or Alcohol. Potentially tobacco products however we do not have licenses to operate in that currently. Owner Operator

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-01
S63 Uniform Securities Agent State Law Examination 2024-01-19
  • S66 Uniform Combined State Law Examination
    2024-07-01
  • S63 Uniform Securities Agent State Law Examination
    2024-01-19
Other Names
  • Matt Burns

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Charlotte, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor