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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-05-03 |
| GA | RA | APPROVED | 2012-08-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | Columbus | GA | 08/2011 | Present |
| Bank Of America, N.A. | Columbus | GA | 11/2012 | Present |
I*2026368, Entity Type Fiduciary, Name of OBA: BH Address: Hamilton, Georgia, 31811 Investment Related: Yes Position, Title, Association: Executor Employee Start Date: Oct-01-2024 No Hours: 0 No Hours during trading: 0 Duties:I*2210292, Entity Type: , Name of OBA: D S, Address: Fortson, Georgia, 31808, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 21-Feb-2025, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties: I*2211271, Entity Type: , Name of OBA: S S, Address: Fortson, Georgia, 31808, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 21-Feb-2025, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties: I*492957 Entity Type: N/A Name of OBA: B H Address: HAMILTON, Georgia, 31811 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 09/12/2017 Number of Hours: 2, Monthly Number of Hours during trading: 2, Monthly Duties: Spouse I*4754286 Entity Type: N/A Name of OBA: L S. H Address: HAMILTON, Georgia, 31811 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 06/24/2026 Number of Hours: 2, Monthly Number of Hours during trading: 2, Monthly Duties: Child/Grandchild
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-17 |
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