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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-04-03 |
| GA | RA | APPROVED | 2007-09-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Alpharetta | GA | 06/2007 | Present |
| Bank Of America, N.A. | Alpharetta | GA | 12/2009 | Present |
I*440956, Entity Type: Entity For Profit, Name of OBA: L. Events, LLC, Address: Atlanta, Georgia 30342, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 01/01/2017, No Hours: 0, No Hours during trading: 0, Duties: 1% owner of family business. Wife has a wedding consulting business. I have no responsibilities. I*2227370, Entity Type: , Name of OBA: K W J, Address: Alabaster, Alabama, 35007, Investment Related: N, Position, Title, Association: Executor, Employee State Date: 06-Mar-2025, No Hours: 1 Weekly, No Hours during Trading: 1 Weekly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-31 |
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