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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-30 |
| GA | RA | APPROVED | 2025-05-15 |
Branch Locations
10000 Avalon Blvd, Alpharetta, GA 30009 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | Atlanta | GA | 07/2011 | 11/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Alpharetta | GA | 09/2024 | Present |
| Keller Williams Buckhead | Atlanta | GA | 11/2017 | 03/2022 |
| Boulevard Homes | Atlanta | GA | 03/2022 | 10/2024 |
I*: 2031274 Entity Type: For Profit Name of OBA: CP Real Estate LLC. Address: Alpharetta GA 30022 Position, Title, Association: Registered Agent Employee Start Date: 12/15/2021 No Hours: 0 No Hours during trading: 0 Duties: This is an LLC formed for conducting real estate activities. I am a licensed real estate agent, but have placed my license on "inactive" status. I*4409271 Entity Type: Charitable Name of OBA: New Prospect Elementary School PTA Address: Alpharetta, Georgia, 30022 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 08/03/2026 Number of Hours: 2, Monthly Number of Hours during trading: 0 Duties: The Parent Teacher Association for the elementary school my two children attend - Helping to support the teachers and students of this school. Attending volunteer events and helping organize various school activities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-14 |
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