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Atlanta, GA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-03-30 |
| GA | RA | APPROVED | 2022-09-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsford | NY | 05/2015 | 09/2017 |
| Bank Of America, N.A. | Pittsford | NY | 06/2015 | 09/2017 |
| Raymond James & Associates, Inc | Atlanta | GA | 09/2017 | 07/2021 |
| Brightworth, Llc | Atlanta | GA | 10/2017 | 09/2018 |
| Farview Associates, Llc | Atlanta | GA | 11/2019 | Present |
| Farview Management, Llc | Atlanta | GA | 04/2021 | Present |
| Colonial Pipeline | Alpharetta | GA | 07/2024 | Present |
1. Farview Associates, LLC; 81 Powell St SE Apt 7, Atlanta, GA; Business Owner; Proprietor/Owner; Investment Related: No; Since 11/18/2019; Hours per month devoted to this business: 5; Hours per month devoted to this business during trading hours: 0; Duties: For natural resource companies with focus on Timberland: -data analysis -data entry -spreadsheet development -valuations -modeling -research & administrative 2. Privately held gaming company; not investment related; financial modeler; hours per month devoted to this business: 40, hours per month devoted to this business during securities trading hours: 40.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-06 |
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