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3550 Peachtree Road Ne Floor 7, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-10-02 |
| TX | RA | APPROVED_RES | 2025-09-29 |
Branch Locations
3550 Peachtree Road Ne Floor 7, Atlanta, GA 30326 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 05/1997 | 09/2025 |
| Bank Of America, N.A. | Atlanta | GA | 05/2011 | 09/2025 |
| Openarc Corporate Advisory | Atlanta | GA | 09/2025 | Present |
I*102647 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: THE CHRISTMAS CAROLERS LLC INVESTMENT RELATED: N ADDRESS OF BUSINESS: HOOVER, ALABAMA 35226 NATURE OF BUSINESS: LLC POSITION, TITLE, ASSOCIATION: OWNER START DATE OF RELATIONSHIP: 2/26/2017 NUMBER OF HOURS DEVOTED: 12 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: PASSIVE OWNERSHIP OF A BUSINESS THAT PROVIDES SEASONAL CAROLERS AROUND CHRISTMAS TIME. MY ROLE IS PURELY TO PROVIDE WORKING CAPITAL. NO OPERATIONAL TASKS I*: 1993291 Entity Type: Entity Charitable Name of OBA: First Baptist Church of Roswell Address: Roswell, GA Investment Related: No Position, Title, Association: Officer(President, CEO) Employee Start Date: 03/03/2024 Number of Hours: 2 hrs mthly Number of Hours during trading: 0 Duties: Chair of the deacons - service group within the church.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-23 |
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