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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-10-10 |
| MS | RA | APPROVED | 2018-09-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Meridan | MS | 09/2014 | 09/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Meridian | MS | 09/2018 | Present |
| Bank Of America, N.A. | Meridian | MS | 11/2018 | Present |
I*: 2097267Entity Type: For ProfitName of OBA: 493 Self StorageAddress: Meridian, MS 39305Investment Related: NoPosition, Title, Association: OwnerEmployee Start Date: 12/01/2024Number of Hours: 8 hrs mthlyNumber of Hours during trading: 0 Duties: This is a self storage facility that generates monthly income through rental payments and I will manage my property.I*3279269Entity Type: Fiduciary role Name of OBA: E. G. M. SrAddress: Meridian, MI 39305Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 12/01/2025Number of Hours: 1, MonthlyNumber of Hours during trading: 0Duties: Power of Attorney/Child/Grandchild I*3279270 Entity Type: N/A Name of OBA: E G M SR Address: Meridian, Mississippi, 39305 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 12/01/2025 Number of Hours: 1, Monthly Number of Hours during trading: 0, Monthly Duties: Power of Attorney Child/Grandchild
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-24 |
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