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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-05-23 |
| GA | RA | APPROVED | 2007-12-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Atlanta | GA | 08/2007 | Present |
| Bank Of America, Na | Atlanta | GA | 12/2009 | Present |
I*2063262, Entity Type Fiduciary, Name of OBA: JBM Address: Atlanta, Georgia, 30319 Investment Related: No Position, Title, Association: Executor, Power of Attorney, Trustee Employee Start Date: 31/Dec/2024 No Hours: 0 No Hours during trading: 0 Duties: I*2164334, Entity Type: , Name of OBA: Farm Brook HOA, Address: Brookhaven, Georgia, 30319, Investment Related: N, Position, Title, Association: ["Board Member"], Employee State Date: 01/17/2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: This is a 6 home neighborhood association. each homeowner is on the board for a year term and it rotates from year to year. There is a President (me), a vice president and treasurer. we maintain the Farm Brook LN, Brookhaven GA properties and maintain the homeowners association by-laws.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-25 |
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