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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-03 |
| TN | RA | APPROVED | 2024-11-07 |
Branch Locations
222 2Nd Ave S, Nashville, TN 37201 • United States
525 Washington Blvd Central Business Review Unit, Jersey City, NJ 07310 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hermitage | TN | 04/2015 | Present |
| Bank Of America | Schaumburg | IL | 08/2016 | 07/2021 |
| Bank Of America | Franklin | TN | 07/2021 | 06/2022 |
| Bank Of America | Gallatin | TN | 06/2022 | 09/2024 |
| University Of Notre Dame | Chicago | IL | 01/2016 | 05/2017 |
| Bank Of America, N,A. | Hermitage | TN | 11/2024 | Present |
I*5297268 Entity Type: Entity For Profit Name of OBA: DreamsDesignsCreates LLC Address: Mt Juliet, Tennessee, 37122 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 08/11/2026 Number of Hours: 5, Yearly Number of Hours during trading: 0, Yearly Duties: Spouse's Etsy Side Business Provide basic support for spouse
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-06 |
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