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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-07 |
| NC | RA | APPROVED | 2024-12-05 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Raleigh | NC | 07/2024 | Present |
| Fifth Third Bank | Cary | NC | 08/2023 | 07/2024 |
| Charter Spectrum | Raleigh | NC | 02/2022 | 03/2023 |
| Usip Communications | Raleigh | NC | 05/2019 | 07/2020 |
| At&T | Raleigh | NC | 05/2018 | 04/2019 |
| Time Warner Cable/Charter Spectrum | Greensboro | NC | 05/2014 | 12/2016 |
| Time Warner Cable/Charter Spectrum | Raleigh | NC | 12/2016 | 05/2018 |
| Covid/Unemployed | Raleigh | NC | 08/2020 | 01/2022 |
| Unemployed | Sanford | NC | 04/2023 | 07/2023 |
| Bank Of America, N.A. | Greensboro | NC | 10/2024 | Present |
Name of the other businessUber Whether the business is investment-relatedNo Address of the other businessSan Francisco, Ca 94158 Nature of the other businessDriver/Delivery Your positionDriver Title, or relationship with the other businessContractor Start date of your relationshipDecember 2018 Approximate number of hours/months you devote to the other business1/month Number of hours you devote to the other business during securities trading hours0 Briefly describe your duties relating to the other businessDriver/Delivery
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-03 |
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