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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 | 2025-12-06 |
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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 04/2024 | 09/2025 |
| Deanos Patios, Llc. | Charlotte | NC | 02/2023 | 04/2024 |
| Nvr Mortgage | Charlotte | NC | 06/2022 | 01/2023 |
| Better Mortgage | Charlotte | NC | 07/2021 | 03/2022 |
| General Insulation Company | Charlotte | NC | 07/2017 | 07/2021 |
| University Of North Carolina At Charlotte | Charlotte | NC | 08/2016 | 05/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 09/2025 | Present |
| Bank Of America, N.A. | Charlotte | NC | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-12 |
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