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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2022-10-12 |
| TX | RA | APPROVED_RES | 2012-03-19 |
| GA | RA | APPROVED | 2004-04-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith, Inc. | Macon | GA | 03/2000 | Present |
| Bank Of America,N.A. | Macon | GA | 06/2011 | Present |
I*: 2609285Entity Type: Rental Property Name of OBA: Rental Property 1Address: Auburn, AL 36830Investment Related: NoPosition, Title, Association: Co-owner with other family membersEmployee Start Date: 08/01/2025Number of Hours: 1 hr mthlyNumber of Hours during trading: 0 Duties: Co-owner with other family members/ Rental Property I*4537268 Entity Type: Fiduciary role Name of OBA: MR H. A. Y. EXEC EST OF G. A. F. Address: Auburn, Alabama, 36830 Investment Related: No Position, Title, Association: Executor Employee Start Date: 05/08/2026 Number of Hours: 20, Weekly Number of Hours during trading: 5, Weekly Duties: Executor/Siblings, Cousin
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-06-02 |
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