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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-11
NC RA APPROVED 2025-09-29
  • TX RA
    APPROVED
    Since 2025-11-11
  • NC RA
    APPROVED
    Since 2025-09-29

Branch Locations

9505 Pineville Matthews Rd, Pineville, NC 28134 • United States

6000 Fairview Rd, Charlotte, NC 28210 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 07/2025 Present
Duke University Durham NC 08/2024 01/2025
Texas State University San Marcos TX 05/2023 07/2024
Duke University Durham NC 05/2019 09/2023
Enloe High School Raleigh NC 07/2015 05/2019
Uber Eats Raleigh NC 01/2025 07/2025
Carrols Corp Raleigh NC 05/2018 10/2018
Northwestern Mutual San Marcos & Houston TX 06/2024 09/2024
Bank Of America, N.A. Charlotte NC 11/2025 Present
  • 07/2025 → Present
    Charlotte, NC
  • 08/2024 → 01/2025
    Duke University
    Durham, NC
  • 05/2023 → 07/2024
    Texas State University
    San Marcos, TX
  • 05/2019 → 09/2023
    Duke University
    Durham, NC
  • 07/2015 → 05/2019
    Enloe High School
    Raleigh, NC
  • 01/2025 → 07/2025
    Uber Eats
    Raleigh, NC
  • 05/2018 → 10/2018
    Carrols Corp
    Raleigh, NC
  • 06/2024 → 09/2024
    Northwestern Mutual
    San Marcos & Houston, TX
  • 11/2025 → Present
    Bank Of America, N.A.
    Charlotte, NC
Other Businesses

Junior Achievement volunteer. I do not give advice to invest in this environment, but as a workforce readiness coach I teach high school students the basics of investments and how they work from a bi-partisan wholistic standpoint. I break down the importance of investing without directly telling any of the students what they should do. This is a nonprofit that does not have a physical location that I know of, or rather that I have been associated with. As a volunteer, I appeared at schools as needed. I did a total of 2 sessions in February of 2025 at Athens Drive high school in Raleigh NC. The 2 sessions may have ran for a total of 2 hours each. - Black student athlete summit Fellow - Invesment related - There is no physical address of the organization - As a fellow of the summit I gave workshops on the importance of investing to student athletes across the country from a non-partisan standpoint. The goal was to emphasize the importance of investing to the student athletes. - Fellow of inaugural fellow class - I started this position in May 2024 and it ended in May 2025 - The amount of hours devoted varied as it changed from week to week and was not on a specified schedule. A firm approximate would be about 10 hours a week. - As a fellow I built out the framework for the fellow program while focusing on the financial literacy part of the summit. I provided myself as a non licensed resource to understand the world of investing through giving the students workshops to understand financial language and strategies without giving them specific recommendations.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-29
  • S66 Uniform Combined State Law Examination
    2025-09-29
Other Names
  • Christian Khalil Rorie

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