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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-04 |
| SC | RA | APPROVED | 2024-09-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mount Pleasant | SC | 02/2022 | Present |
| Seabrook Island Club | Johns Island | SC | 06/2020 | 02/2022 |
| Homemaker | Charleston | SC | 01/2015 | 06/2020 |
| Bank Of America, N.A. | Mount Pleasant | SC | 06/2024 | Present |
I*2081273, Entity Type, Name of OBA: Rental Property 1, Address: Johns Island, SC, 29455, Investment Related: No, Position, Title, Association: Sole Owner, Employee Start Date: 06/01/2024, No Hours: 0, No Hours during trading: 0, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-31 |
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