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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-08-15 |
| GA | RA | APPROVED | 2016-06-22 |
Branch Locations
3455 Peachtree Rd Ne, Atlanta, GA 30326 • United States
620 S Tryon St, Charlotte, NC 28255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 11/2015 | Present |
| Bank Of America, N.A. | Atlanta | GA | 04/2011 | Present |
I*2212267, Entity Type: Entity Charitable, Name of OBA: Ascend Atlanta, Address: New York, New York, 10018, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 03/31/2025, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: Co-Officer of Corporate Relations
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-18 |
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