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1 Skidaway Village Walk Suite 201, Savannah, GA 31411 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-10-24 |
| SC | RA | APPROVED | 2023-07-19 |
| GA | RA | APPROVED | 2019-04-04 |
Branch Locations
1 Skidaway Village Walk Suite 201, Savannah, GA 31411 • 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 | 02/2004 | 03/2018 |
| Bank Of America, N.A. | Savannah | GA | 03/2012 | 03/2018 |
| Sound View Wealth Advisors, Llc | Savannah | GA | 03/2018 | 03/2019 |
| Sound View Wealth Advisors Group, Llc | Savannah | GA | 04/2019 | Present |
For profit or not for profit: Non-Profit Organization Name of outside business organization: Landings Military Relief Fund Investment related: N Address of business: Savannah, Georgia 31411 Nature of business: Charitable Organization, Position, title, association: Director, Start date of relationship: 10/10/2016 Number of hours devoted: 5 hour(s) Monthly Number of hours devoted during trading hours: 1 Duties: The entity is a Relief Fund that was created to help Military Families in need. I will be responsible for sitting on the board and help determine need as requests are made, asssist with fundraising and develop policy. FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: SAVANNAH MUSIC FESTIVAL INVESTMENT RELATED: N ADDRESS OF BUSINESS: SAVANNAH, GEORGIA 31401 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 12/15/2016 NUMBER OF HOURS DEVOTED: 5 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: I WILL BE PART OF THE DEVELOPMENT COMMITEE FOR THE SAVANNAH MUSIC FESTIVAL AND HELP THEM WITH PROGRAM DEVELOPMENT AND FUND RAISING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-05-07 |
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