Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-27
GA RA APPROVED 2026-03-05
  • TX RA
    APPROVED
    Since 2026-04-27
  • GA RA
    APPROVED
    Since 2026-03-05

Branch Locations

3310 Old Alabama Rd, Alpharetta, GA 30022 • United States

10950 Jones Bridge Rd, Alpharetta, GA 30022 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life Ins Co New York NY 04/2017 12/2017
Homemaker Atlanta GA 12/2017 04/2018
Nylife Securities Llc Atlanta GA 05/2018 02/2019
Bloomingdale'S Manhattan NY 08/2014 07/2017
New York Life Insurance Co Atlanta GA 04/2018 02/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated Cumming GA 04/2019 Present
Macy's Alpharetta GA 11/2021 01/2022
Bank Of America, N.A. Cumming GA 03/2026 Present
  • 04/2017 → 12/2017
    New York Life Ins Co
    New York, NY
  • 12/2017 → 04/2018
    Homemaker
    Atlanta, GA
  • 05/2018 → 02/2019
    Nylife Securities Llc
    Atlanta, GA
  • 08/2014 → 07/2017
    Bloomingdale'S
    Manhattan, NY
  • 04/2018 → 02/2019
    New York Life Insurance Co
    Atlanta, GA
  • 04/2019 → Present
    Cumming, GA
  • 11/2021 → 01/2022
    Macy's
    Alpharetta, GA
  • 03/2026 → Present
    Bank Of America, N.A.
    Cumming, GA
Other Businesses

I*: 1295273Entity Type: ProfitName of OBA: Mountainlife Retreat LLCAddress: Alpharetta, GAInvestment Related: NoPosition, Title, Association: Member / ManagerStart Date:02/22/2022No Hours: 0 hrNo Hours during trading: 0Duties: Manager I*: 1295272Entity Type: ProfitName of OBA: Evins Walk 89 LLCAddress: Brookhaven, GAInvestment Related: NoPosition, Title, Association: Member / ManagerStart Date:11/05/2020No Hours: 2 hrs annuallyNo Hours during trading: 0Duties: Manager I*1295270, Entity Type: Entity For Profit, Name of OBA: T V 23 LLC, Address: Panama city Beach, Florida, 32407, Investment Related: N, Position, Title, Association: Owner, Employee Start Date: 05/01/2023, No Hours: 10 Yearly, No Hours during Trading: 0 Yearly, Duties: Owner, Rental Property I*: 988261Entity Type: ProfitName of OBA: 4990 PCTC LLCAddress: Peachtree Corners, GAInvestment Related: NoPosition, Title, Association: Member / ManagerStart Date:11/05/2020No Hours: 1 hr mthlyNo Hours during trading: 0Duties: Manager I*: 986276Entity Type: ProfitName of OBA: WY Real Estate Ventures LLCAddress: Casper, WY /Alpharetta, GAInvestment Related: NoPosition, Title, Association: Member / ManagerStart Date:10/22/2020No Hours: 1 hr mthlyNo Hours during trading: 0Duties: Manager

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-03
S63 Uniform Securities Agent State Law Examination 2018-11-03
  • S66 Uniform Combined State Law Examination
    2026-02-03
  • S63 Uniform Securities Agent State Law Examination
    2018-11-03
Other Names
  • Michelle Song
  • Rita Song
  • Irina Song
  • Xuhan Irina Song

View on SEC IAPD

More in Alpharetta, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor