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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2006-05-17 |
| TX | RA | APPROVED | 2005-01-05 |
| FL | RA | APPROVED | 2004-04-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 10/2002 | Present |
| Bank Of America, N.A. | Alpharetta | GA | 05/2011 | Present |
I*411944 For profit or not for profit: Entity For Profit Name of outside business organization: Fred and Susan Mannheimer Living Revocable Trust Investment related: Y Address of business: Alpharetta, , 30004 Nature of business: Position, title, association: ["Other","Treasurer"], Start date of relationship: 10/28/2014 Number of hours devoted: 24 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: Trustee, Trustee in case both, Fred and Susan pass away and their kids are under age I*105506 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: RENTAL PROPERTY INVESTMENT RELATED: N ADDRESS OF BUSINESS: ALTANTA, GEORGIA 30328 NATURE OF BUSINESS: OTHER, RENTAL PROPERTY POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 7/2/2007 NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 1 DUTIES: RENTAL PROPERTY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-01-14 |
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