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3550 Peachtree Road Ne Floor 7, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-09-25 |
| TX | RA | APPROVED_RES | 2025-09-25 |
Branch Locations
3550 Peachtree Road Ne Floor 7, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith, Inc. | Atlanta | GA | 02/2002 | 09/2025 |
| Bank Of America, N.A. | Atlanta | GA | 04/2011 | 09/2025 |
| Openarc Corporate Advisory | Atlanta | GA | 09/2025 | Present |
I*123176 For profit or not for profit: For-Profit Organization Name of outside business organization: OBWaz LLC Investment related: N Address of business: Alpharetta, Georgia 30022 Nature of business: LLC, Position, title, association: Family Held, Start date of relationship: 12/7/2018 Number of hours devoted: 2 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: Family LLC set up to purchase a condo as a 2nd home with the potential to eventually rent the condo out. We have not rented the condo at all so far. This entity is co-owned by my wife and I.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-09 |
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