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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-05-27 |
| GA | RA | APPROVED | 2016-05-12 |
Branch Locations
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 | Gainesville | GA | 05/2015 | Present |
| Bank Of America, N.A. | Gainesville | GA | 11/2017 | Present |
I*1501281 For profit or not for profit: Entity Charitable Name of outside business organization: NORTH GA COMMUNITY FOUNDATION Investment related: N Address of business: gainesville, Georgia, 30501, United States Nature of business: ["Charitable Organization"] Position, title, association: ["Board Member"], Start date of relationship: 1/1/2024 Number of hours devoted: 25 hour(s) Yearly Number of hours devoted during trading hours: 25 Duties: , REQUEST TO SIT ON LOCAL NON PROFIT BOARD, LISTEN TO REQUEST FOR GRANTS THAT ARE DIRECTED AT THE FOUNDATION, PROVIDE INPUT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2010-04-26 |
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