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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-04 |
| NC | RA | APPROVED | 2026-05-18 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 04/2026 | Present |
| Unemployed | Charlotte | NC | 10/2025 | 04/2026 |
| University Of Alabama | Tuscaloosa | AL | 09/2012 | 05/2018 |
| Edward Jones | St Louis | MO | 04/2024 | 10/2025 |
| Glory Bound Gyro Co | Tuscaloosa | AL | 08/2015 | 05/2018 |
| Unemployed | Pelham | AL | 06/2018 | 06/2019 |
| Martin Retail Group | Birmingham | AL | 07/2019 | 07/2023 |
| Tempus Ex Machina | San Francisco | CA | 09/2022 | 12/2023 |
| Unemployed | Pelham | AL | 01/2024 | 03/2024 |
| Bank Of America, N.A. | Charlotte | NC | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-10 |
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