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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2009-06-23 |
| GA | RA | APPROVED | 2004-04-06 |
Branch Locations
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 | Macon | GA | 11/1997 | Present |
| Bank Of America, N.A. | Macon | GA | 07/2011 | Present |
I*94081 ENTITY TYPE: NON-PROFIT ORGANIZATION NAME: STRATFORD ACADEMY INVESTMENT RELATED: NO ADDRESS OF BUSINESS: MACON, GEORGIA 31220 POSITION, TITLE, ASSOCIATION: TRUSTEE START DATE OF RELATIONSHIP: 8/1/2016 NUMBER OF HOURS DEVOTED: 3 HRS MTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: SERVE ON TRUSTEE BOARD I*3293291 Entity Type: Church Name of OBA: Christ Church Address: Macon, Georgia, 31201 Investment Related: No Position, Title, Association: Employee Start Date: 01/15/2026 Number of Hours: 3, Monthly Number of Hours during trading: 0 Duties: Local Episcopal Church serving on the Vestry Serving on the Vestry
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-02-18 |
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