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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2015-12-09 |
| TX | RA | APPROVED_RES | 2005-07-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Baton Rouge | LA | 09/2001 | Present |
| Bank Of America, N.A. | Baton Rouge | LA | 04/2011 | Present |
I*1870310, Entity Type:Entity For Profit, Name of OBA: KTG Beach Condo, LLC Address:Orange Beach, Alabama 36561 Investment Related:No Position, Title, Association: General Partner/Managing Member Employee Start Date: 6/17/2024 No Hours:0 No Hours during trading: 0 Duties: This is a beach condo that will be rented out when we are not using it. Same property already approved in AIM as "Rental Property 1" we are just placing the property into an LLC. I did not see a way to edit original details in AIM. I*2121291, Entity Type: Fiduciary, Name of OBA: ACG IRA FBO ACG, Address: Pride, Louisiana, 70770, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 12/02/2024, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-29 |
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