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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-12-07 |
| FL | RA | APPROVED | 2018-06-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Georgia | Athens | GA | 08/2013 | 05/2017 |
| Angel Oak Capital Advisors | Atlanta | GA | 07/2017 | 12/2017 |
| Foreside Fund Services, Llc | Atlanta | GA | 08/2017 | 12/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 04/2018 | Present |
| Trademark Sports Management | Norcross | GA | 01/2018 | 04/2018 |
| Bank Of America, N.A. | Jacksonville | FL | 06/2018 | Present |
I*114549 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT NAME OF OUTSIDE BUSINESS ORGANIZATION: CPCH ATHENS, LLC INVESTMENT RELATED: No ADDRESS OF BUSINESS: ATHENS, GEORGIA 30605 POSITION, TITLE, ASSOCIATION: OWNER START DATE OF RELATIONSHIP: 12/12/2013 NUMBER OF HOURS DEVOTED: 0 NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: Family LLC for a residence I*117845 For profit or not for profit: Non-Profit Organization Name of outside business organization: River City United Foundation Inc. Address of business: Jacksonville Beach, Florida 32250 Nature of business: Charitable Organization Position, title, association: Advisory Board Member, Start date of relationship: 9/28/2018 Number of hours devoted: 3 hours Monthly Number of hours devoted during trading hours: 0 Duties: The foundation was formed to bring young professionals together to raise awareness and give back to local charities in Jacksonville. My roles include fundraising as well as being the president of the foundation. I*: 2557275 Entity Type: School, College or University Name of OBA: University of Georgia Young Alumni Board Address: Athens, GA 30602 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 07/01/2025 Number of Hours: 1 hr mthy Number of Hours during trading: 0 Duties: Joining University of Georgia Young Alumni Board with responsibilities to raise awareness for the business school.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-08 |
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