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9300 Harris Corners Parkway Suite 105, Charlotte, NC 28269 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-01-28 |
| NC | RA | APPROVED | 2024-07-01 |
Branch Locations
9300 Harris Corners Parkway Suite 105, Charlotte, NC 28269 • United States
Needham, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 06/2011 | 06/2024 |
| Alight Financial Solutions | Lincolnshire | IL | 06/2024 | Present |
I*1501264For profit or not for profit: Entity For ProfitName of outside business organization: Emlyon Business SchoolInvestment related: NAddress of business: Lyon, , 69130, FranceNature of business: ["School, College or University"]Position, title, association: ["Other"], Start date of relationship: 10/21/2023Number of hours devoted: 12 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: teaching MBA students over a 4 week period for 3 hours per week, As an online adjunct, I will be teaching at Emlyon Business School of Management in the MBA program. I*1574255 Name of OBA: The University of Arizona Address: Chandler, Arizona Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 01/01/2024 No Hours: 0 No Hours during trading: 0 Duties: Adjunct Professor in The University of Arizona's MBA program
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-03 |
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