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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2009-01-22 |
| GA | RA | APPROVED | 2008-11-14 |
Branch Locations
3455 Peachtree Rd Ne Pbig - Atlanta Pw, Atlanta, GA 30326 • 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 | 07/2007 | Present |
| Bank Of America, N.A. | Atlanta | GA | 05/2015 | Present |
I*128888 For profit or not for profit: For-Profit Organization Name of outside business organization: STG Partners, LLC Investment related: Y Address of business: Atlanta, Georgia 30303 Nature of business: LLC Position, title, association: Owner Start date of relationship: 1/1/2019 Number of hours devoted: 1 hour Quarterly Number of hours devoted during trading hours: 0 Duties: Family Investment Vehicle that was previously owned by a Trust for my benefit. I*: 2188301 Entity Type: Charitable Name of OBA: THE S. & T. G. FOUNDATION, INC. Address: Atlanta, GA 30342 Investment Related: No Position, Title, Association: Director Employee Start Date: 02/28/2025 Number of Hours: 1 hr annually Number of Hours during trading: 0 Duties:Private family Foundation that i will be allowed to participate in the decisions regarding the Grants that are sent to non-profit organizations
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-10 |
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