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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-07-05 |
| GA | RA | APPROVED | 2009-10-23 |
Branch Locations
3455 Peachtree Rd Ne, Atlanta, GA 30326 • United States
620 S Tryon St, Charlotte, NC 28255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Atlanta | GA | 05/2004 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 10/2009 | Present |
I*4539276 Entity Type: Entity Charitable Name of OBA: Wake Forest Business Alumni Council Address: Winston-Salem, North Carolina, 27109 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 07/01/2026 Number of Hours: 1, Monthly Number of Hours during trading: 1, Monthly Duties: The Wake Forest University School of Business Alumni Council acts as a sounding board for alumni engagement activities which promote the interconnectedness between our students and alumni, as well as the school and current industry trends. Attend monthly zoom calls and attend one in person meeting per year. During these meetings, we will hear updates from school leaders concerning developments within the business program. We will participate in discussions and provide our feedback on Wake Forest initiatives and whether they will lead to more prepared graduates of the program.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-09 |
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