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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-28 |
| NC | RA | APPROVED | 2025-08-26 |
Branch Locations
401 N Tryon St Ci Client Services, Charlotte, NC 28255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Minneapolis | MN | 05/2024 | 03/2025 |
| Spur Logistics | Charlotte | NC | 11/2023 | 05/2024 |
| Prince Telecom | Charlotte | NC | 02/2024 | 04/2024 |
| Southern New Hampshire University | Charlotte | NC | 10/2022 | 04/2025 |
| Bank Of America | Charlotte | NC | 07/2022 | 05/2023 |
| Pnc Bank | Charlotte | NC | 10/2021 | 07/2022 |
| Mountain America Credit Union | Rexburg | ID | 03/2021 | 10/2021 |
| Brigham Young Universiy - Idaho | Rexburg | ID | 09/2020 | 07/2021 |
| Caliber | Provo | UT | 06/2020 | 09/2020 |
| Solcius Solar | Provo | UT | 01/2020 | 12/2022 |
| Ymca | Charlotte | NC | 09/2019 | 06/2020 |
| The Church Of Jesus Christ Of Latter Day Saints | Salt Lake City | UT | 09/2017 | 09/2019 |
| Little Caesars | Beaver | PA | 11/2016 | 09/2017 |
| Beaver Area High School | Beaver | PA | 01/2014 | 02/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 07/2025 | Present |
| Consolidated Planning Inc. | Charlotte | NC | 03/2025 | 07/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-16 |
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