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1776 Peachtree Street Nw Suite 600S, Atlanta, GA 30309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2016-11-21 |
| TX | RA | APPROVED | 2016-10-03 |
Branch Locations
1776 Peachtree Street Nw Suite 600S, Atlanta, GA 30309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jfb Holdings Corp | Atlanta | GA | 12/1999 | 10/2017 |
| Equity Investment Corporation | Atlanta | GA | 09/2016 | Present |
As of June 10, 2021, W. Andrew Bruner was appointed successor co-trustee of the Mary B. Schwab Grantor Trust held in custody at Charles Schwab & Company, Inc. As co-trustee, Mr. Bruner's duties include management of personal expenditures, investments and property held in trust, which may entail approximately 5 hours per month during securities trading hours.
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