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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2005-05-18 |
| GA | RA | APPROVED | 2003-04-25 |
Branch Locations
3455 Peachtree Rd Ne Pbig - Atlanta Pw, 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 Incorporated | Atlanta | GA | 01/2001 | Present |
| Bank Of America, N.A. | Atlanta | GA | 12/2009 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-04-23 |
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