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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-07-17 |
| TX | RA | APPROVED | 2018-04-30 |
| CA | RA | APPROVED | 2018-03-29 |
Branch Locations
3455 Peachtree Rd Ne Investment Solutions Group, Atlanta, GA 30326 • United States
One Bryant Park Investment Solutions Group, 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 & Smith Incorporated | Los Angeles | CA | 03/2018 | Present |
| Icg Advisors | Los Angeles | CA | 08/2016 | 03/2018 |
| Bank Of America, N.A. | Los Angeles | CA | 04/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-16 |
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