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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-07-11 |
| TX | RA | APPROVED_RES | 2014-07-23 |
| TN | RA | APPROVED | 2013-09-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Kingsport | TN | 09/2013 | Present |
| Bank Of America, N.A. | Kingsport | TN | 12/2013 | Present |
I*2767266 Entity Type: For Profit Name of OBA: STRATEGIC GROWTH LOGISTICS Address:JOHNSON CITY Tennessee Investment Related:No Position, Title, Association:Owner Start Date:09/01/2025 No Hours: 0 Yearly No Hours during trading:0 Yearly Duties:ESTATE PLANNING - IN CASE OF SPOUSES PASSING - SUCCESSION PLAN FOR HUSBANDS BUSINESS. NO ACTIVE ROLE UNLESS HE IS DECEASED. NAMED 5% OWNER PER ESTATE PLANNING RECOMMENDATION IN CASE OF HUSBANDS PASSING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-19 |
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