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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-17 |
| NC | RA | APPROVED | 2023-06-28 |
| FL | RA | APPROVED | 2020-01-29 |
| TX | RA | APPROVED_RES | 2008-06-16 |
| GA | RA | APPROVED | 2005-02-14 |
Branch Locations
6311 Atrium Dr, Lakewood Ranch, FL 34202 • United States
Pittsboro, NC • 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 | Peachtree City | GA | 11/2004 | Present |
| Bank Of America, N.A. | Peachtree City | GA | 12/2009 | Present |
1.FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: POA FOR BUSINESS PARTNER INVESTMENT RELATED: Y ADDRESS OF BUSINESS: 409 LOYD RD, PEACHTREE CITY, GEORGIA 30269 POSITION, TITLE, ASSOCIATION: FIDUCIARY, START DATE OF RELATIONSHIP: 12/5/2011 NUMBER OF HOURS DEVOTED: 1 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: THIS IS A POWER OF ATTORNEY FOR MY PARTNER'S IRA. I WOULD ACT ON HIS BEHALF IF HE BECAME INCAPACITATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-08 |
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