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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-12-04 |
| GA | RA | APPROVED | 2017-11-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Atlanta | GA | 06/2016 | 10/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Alpharetta | GA | 10/2017 | Present |
| Bank Of America N.A. | Alpharetta | GA | 01/2023 | Present |
I*: 2674279 Entity Type: Church Name of OBA: Woodstock Jasper Church Address: Jasper, GA 30143 Investment Related: No Position, Title, Association: Teacher Employee Start Date: 08/03/2025 Number of Hours: 1 hr wkly Number of Hours during trading: 0 Duties: Teaching first grade bible study on Sundays for an hour.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 2007-04-30 |
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