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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-02-20 |
| GA | RA | APPROVED | 2009-12-15 |
Branch Locations
520 Newport Center Dr Pbig - Fashion Island, Newport Beach, CA 92660 • United States
3455 Peachtree Rd Ne Pbig - Atlanta Pw, Atlanta, GA 30326 • United States
Hoschton, GA • United States
2 disclosure categories 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 | Atlanta | GA | 09/2007 | Present |
I* 1736269 For profit or not for profit: Entity For Profit Name of outside business organization: Faith Steps Services LLC Investment related: no Address of business: Hoschton, GA, 30548 Nature of business: Limited Liability Company Position, title, association: Owner Start date of relationship: 04/01/2024 Number of hours devoted: 3 monthly Number of hours devoted during trading hours: 0 Duties: This is a life and marriage coaching business that my wife will I will own.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-24 |
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