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3550 Peachtree Road Ne Floor 7, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-10-07 |
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 |
|---|---|---|---|---|
| Coldwell Banker | Atlanta | GA | 01/2003 | 08/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 08/2017 | 09/2025 |
| Westrock | Norcross | GA | 08/2016 | 08/2017 |
| Bank Of America N.A. | Atlanta | GA | 01/2021 | 09/2025 |
| Openarc Corporate Advisory, Llc | Atlanta | GA | 09/2025 | Present |
I*123011 For profit or not for profit: For-Profit Organization Name of outside business organization: Coldwell Banker Referral Network Investment related: N Address of business: Madison, New Jersey 07940 Nature of business: Corporation, Position, title, association: Part-Time, Start date of relationship: 11/3/2005 Number of hours devoted: 8 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: Have held a GA Real Estate License on referral status with this company for many years - approved outside business activity since 2005. For personal real estate transactions and for family use only - not for clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-06-04 |
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