Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2005-05-18
GA RA APPROVED 2003-04-25
  • TX RA
    APPROVED_RES
    Since 2005-05-18
  • GA RA
    APPROVED
    Since 2003-04-25

Branch Locations

3455 Peachtree Rd Ne Pbig - Atlanta Pw, Atlanta, GA 30326 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 01/2001 Present
Bank Of America, N.A. Atlanta GA 12/2009 Present
Other Businesses

I*414677 Entity Type: Charitable Name of OBA: Rhodes College Address: Memphis, Tennessee, 38112 Investment Related: No Position, Title, Association: Committee Employee Start Date: 07/01/2022No Hours: 40 hrs annually No Hours during trading: 30 hrs annually Duties: Board of Trustee I*2168262, Entity Type: Not for profit, Name of OBA: RAWCAS LLC Address: Atlanta, GA. 30326 Investment Related: No Position, Title, Association: Member Employee Start Date:1/27/2025 No Hours: 2 monthly No Hours during trading: 0 Duties: Member no specific duty I*2021280 Entity Type: For Profit Name of OBA: Goa Sausage Company, LLC Address: Mesquite Texas Investment Related: No Position, Title, Association: Owner Start Date:08/12/2024 No Hours: 2 Weekly No Hours during trading:1 Weekly Duties: The organization makes and sells chorizo sausage to distributors and grocery stores. I am managing the Financials (Expenses, Taxes, etc.) and ensuring business continues for the employees until the company can be sold. I*2909271 Entity Type: For Profit Name of OBA: JPD Real Estate, LLC Address: Mesquite Texas Investment Related: No Position, Title, Association: Owner Start Date:09/23/2025 No Hours: 1 Monthly No Hours during trading:0 Monthly Duties: Owns real estate and buildings that are leased to Goa Sausage Company, LLC. Manage the cash flows of the rental agreement and pay taxes. I*3044264 Entity Type: Fiduciary Name of OBA: Estate of J. P. D. Address: Atlanta, Georgia, 30319 Investment Related: No Position, Title, Association: Administrator Employee Start Date: 10/21/2025 Number of Hours: 1, Weekly Number of Hours during trading: 0, Weekly Duties: Administrator/Parents

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-04-23
  • S66 Uniform Combined State Law Examination
    2003-04-23

View on SEC IAPD

More in Atlanta, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor