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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-07-29 |
| GA | RA | APPROVED | 2004-04-06 |
| TX | RA | APPROVED_RES | 2000-02-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Savannah | GA | 04/2011 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Savannah | GA | 01/2000 | Present |
I*31414 ENTITY TYPE: FOR-PROFIT ORGANIZATION NAME: HOWARD-THRELKELD PARTNERS, LLC INVESTMENT RELATED: NO ADDRESS: SAVANNAH, GEORGIA 31406 POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 3/1/2004 NUMBER OF HOURS DEVOTED: 0 NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MEMBER MANAGEMENT OF REAL ESTATE INVESTMENTS. THIS LLC IS NOT ACTIVELY ENGAGED IN THE MANAGEMENT OF ANY PROPERTY. NO ASSETS ARE CURRENTLY IN THE LLC. I*10424 Entity Type: Rental Property Name: Arrowhead Cottage Cashiers, NC Investment related: No Address: Cashiers, North Carolina 28717 Position, title, association: Co-owner with other family members Start date of relationship: 6/1/2021 Number of hours devoted: 2 hrs mthly Number of hours devoted during trading hours: 0 Duties: Co-owner with other family members of rental property I*: 1788271Entity Type: Charitable Name of OBA: St. Joseph's/Candler Foundation Address: Savannah, GA Investment Related: No Position, Title, Association: Board Member Employee Start Date: 05/22/2024Number of Hours: 2 hrs monthly Number of Hours during trading: 2 hrs monthly Duties: Board meets every 6 weeks and is the governing body of the foundation of a locally owned hospital system in Savannah, Georgia. *2153262, Entity Type: Not for profit, Name: Leadership Georgia Foundation Endowment Review Committee, Address: Atlanta, GA 30326 Investment Related: No, Position, Title, Association: Committee member, Employee State Date: 2-1-2025, No Hours: > 1 monthly, No Hours during Trading: 1 monthly, Duties: Leadership Foundation Endowment Fund Review Committee meets twice annually (virtual option available) to review the investments currently managed by Morgan Stanley, approximately $5 million. The committee is made up of 10 members, typically Leadership Georgia alumni to review the investment policy, managers, and performance of the endowment. The committee members have no access to funds and serve in advisory capacity only. The endowment fund is used to offset program costs for deserving applicants to Leadership Georgia. I*: 2674290 Entity Type: Charitable Name of OBA: Savannah Cotillion Club Address: Savannah, GA 31411 Investment Related: No Position, Title, Association: Board member Employee Start Date: 10/01/2025 Number of Hours: 4 hrs annually Number of Hours during trading: 0 Duties: Board member. The board organizes the annual debutante ball in December and only holds 2 meetings per year so very little responsibility outside of those meetings. Will not be involved nor handle any finances of the organization.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-03 |
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