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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 | 2025-09-24 |
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 Incorporated | Atlanta | GA | 01/2001 | 09/2025 |
| Bank Of America, N.A. | Atlanta | GA | 04/2011 | 09/2025 |
| Openarc Corporate Advisory, Llc | Atlanta | GA | 09/2025 | Present |
I*42251 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: SPEZIALI LLC INVESTMENT RELATED: Y ADDRESS OF BUSINESS: 4408 ASHFIELD DR, JACKSONVILLE, FLORIDA 32224 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: GENERAL PARTNER, START DATE OF RELATIONSHIP: 6/1/2006 NUMBER OF HOURS DEVOTED: 20 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTY IN JACKSONVILLE FLORIDA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-03 |
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