Benji Sheppard Mcleod

Current Employers

Employment History

• 10/2013 → 10/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
• 12/2013 → 10/2022
  Bank Of America, N.A.
  Atlanta, GA
• 10/2022 → Present
  Kestra Investment Services, Llc
  Roswell, GA
• 10/2022 → Present
  Kestra Private Wealth Services, Llc
  Roswell, GA

Previous Registrations

• 2013-10-11 → 2022-10-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
  Macon, GA
• 2009-06-01 → 2013-10-23
  Morgan Stanley
  Atlanta, GA
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Atlanta, GA
• 2003-03-05 → 2007-04-02
  Morgan Stanley Dw Inc.
  Atlanta, GA
  Atlanta, GA

Other Businesses

Name: CANTON WEALTH PARTNERS POSITION: Managing Partner NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 130 SECURITIES TRADING HOURS: 120 START DATE: 10/05/2022 ADDRESS: 1243 Canton Street, Roswell GA 30075 DESCRIPTION: Financial Advisor/ Owner Name: SL SAUSAGE MACON LLC POSITION: owner NATURE: Meat Market Grocery Store INVESTMENT RELATED: No # OF HOURS: 3 SECURITIES TRADING HOURS: 2 START DATE: 07/01/2021 ADDRESS: 1901 Northside Rd, Perry GA 31069 DESCRIPTION: Owner. Business partner runs the business. Name: MARSHALL ONE POSITION: owner NATURE: Real Estate INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2015 ADDRESS: 1901 Northside Rd, Perry GA 31069 DESCRIPTION: Owner responsibilities. Pay taxes. Decide rent and or when to sell timber. Name: MCLEOD FARMS POSITION: member NATURE: Real Estate INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/02/2006 ADDRESS: 1901 Northside Rd, Perry GA 31069 DESCRIPTION: Pay taxes, collect rent, decide when to cut timber. Name: MCLEOD BROTHERS POSITION: member NATURE: Real Estate INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/02/2006 ADDRESS: 1901 Northside Rd, Perry GA 31069 DESCRIPTION: Pay taxes, collect rent, plant and sell timber. Name: LILYONE POSITION: owner NATURE: Pass through for business expenses INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/28/2022 ADDRESS: 1243 Canton Street, Roswell GA 30075 DESCRIPTION: pass through for expenses related to my portion of Canton Wealth Partners Name: PLANTERS FIRST BANK POSITION: Board Member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: Yes # OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/17/2026 ADDRESS: 105 Commerce Street, Hawkinsville GA 31036, United States DESCRIPTION: Every 3rd Wednesday of the month there is a board meeting. I have been told board members do not currently approve or disapprove loans. Board is currently made up mostly of the family that controls the bank. The bank is looking to add two outside board members to the board, and I am being asked for one of these positions.

Exams

• S66 Uniform Combined State Law Examination
  2000-09-07

Other Names

• Benjamin S Mcleod
• Benji Sheppard Mcleod Jr
• Benji Sheppard Mcleod
• Benji Sheppard Mcleod Jr
• Benji Sheppard Mcleod Jr.
• Benji Sheppard Mcleod