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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2020-08-05 |
| TX | RA | APPROVED_RES | 2014-05-20 |
| GA | RA | APPROVED | 2014-05-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Augusta | GA | 05/2014 | Present |
| Bank Of America, N.A. | Augusta | GA | 08/2014 | Present |
I*1031266, Name of OBA: Rental Property 1 Address: North Myrtle Beach, SC Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 1/31/2022 No Hours: 10 Yearly No Hours during trading: 0 Duties: I*3156267 Entity Type: N/A Name of OBA:F O Address:Augusta Georgia Investment Related:No Position, Title, Association:Power of Attorney Start Date:11/11/2025 No Hours: 1 Weekly No Hours during trading:0.5 Weekly Duties:Power of Attorney for Parents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-27 |
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