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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-01-12 |
| GA | RA | APPROVED | 2015-01-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 06/2015 | Present |
| Bank Of America, N.A. | Atlanta | GA | 10/2015 | Present |
I*133726For profit or not for profit: Non-Profit OrganizationName of outside business organization: Most Valuable Kids, Greater AtlantaInvestment related: NAddress of business:Atlanta, Georgia 30305Nature of business: Charitable Organization,Position, title, association: Advisory Board Member, Start date of relationship: 10/7/2020Number of hours devoted: 2 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: Volunteer and FundraiserI*380735For profit or not for profit: Entity CharitableName of outside business organization: Most Valuable Kids, Greater AtlantaInvestment related: NAddress of business: Atlanta, Georgia, 30342Nature of business: ["Charitable Organization"]Position, title, association: ["Committee","Board Member"], [["Finance committee"]]Start date of relationship: 1/1/2023Number of hours devoted: 24 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: , Volunteer and Fundraiser; I will also be joining the Finance Committee.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-22 |
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