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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2017-12-07 |
| TX | RA | APPROVED | 2017-12-07 |
Branch Locations
200 Stephenson Ave Ste 301, Savannah, GA 31405 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Savannah | GA | 01/2009 | 12/2017 |
| Bank Of America, N.A. | Savannah | GA | 12/2009 | 12/2017 |
| Wells Fargo Clearing Services, Llc | Savannah | GA | 12/2017 | Present |
ADELINE PARTNERS, INVESTMENT RELATED: SAVANNAH, GEORGIA, OTHERS CORPORATION POSITION, TITLE, ASSOCIATION: FAMILY HELD, START DATE: 1/1/1998, 10 HOUR(S) MONTHLY/0 DURING TRADING, DUTIES: BOARD MEMBER BEN OXNARD LLC, INV RELATED, SAVANNAH, GA, 100% OWNER, START: 4/3/2017, 0 HOURS, NO DUTIES. | 11TH TERRACE HOMEOWNERS ASSOCIATION; NOT INV RELATED; SAVANNAH, GA; PRESIDENT; 01/2024; 1 HOUR PER MONTH; 0 DURING TRADING; MAINTAIN THE NEIGHBORHOOD WYLLY ISLAND HOA; NOT INV RELATED; SAVANNAH,GA; HOA; BOARD MEMBER; START DATE: 01/01/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-04 |
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