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Openarc Corporate Advisory, LLC CRD 336837
$10.1B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3550 Peachtree Road Ne Floor 7, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-10-09 |
Branch Locations
3550 Peachtree Road Ne Floor 7, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Albany | NY | 02/2007 | 11/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 11/2016 | 09/2025 |
| Bank Of America, N.A. | Atlanta | GA | 02/2017 | 09/2025 |
| Openarc Corporate Advisory, Llc | Atlanta | GA | 09/2025 | Present |
I*2153269, Entity Type: Fiduciary, Name of OBA: P M. R, Address: Williamsville, New York, 14221, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 07-Jan-2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-25 |
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