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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-12-13 |
| GA | RA | APPROVED | 2017-10-17 |
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 | 07/2017 | Present |
| Mercer University | Macon | GA | 08/2012 | 05/2017 |
| Bank Of America, N.A. | Atlanta | GA | 09/2017 | Present |
| Unemployed | Atlanta | GA | 05/2017 | 07/2017 |
I*1653334 Name of OBA: M.L J.T BENEFICIARIES ON FILE Address: Augusta, Georgia Investment Related: No Position, Title, Association: Power of Attorney Start Date:01/02/2024 No Hours:0 No Hours during trading:0 Duties: Power of Attorney I*1653260 Name of OBA: H.J. Address: Augusta, Georgia Investment Related:No Position, Title, Association: Power of Attorney Employee Start Date:01/02/2024 No Hours:0 No Hours during trading: 0 Duties:Power of Attorney I*1653261 Name of OBA: M.J. Address:Augusta,Georgia Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date:01/02/2024 No Hours: 0 No Hours during trading:0 Duties:Power of Attorney I*1653294 Name of OBA:MLPF& S CUST FPO HOWARD JOE IRA FBO HOWARD JOE Address: Investment Related: Augusta, Georgia Position, Title, Association: Power of Attorney Employee Start Date:01/02/2024 No Hours: yearly No Hours during trading:0 Duties: I*1662294 Name of OBA: MLPF& S CUST FPO MARGIE LEE JOE IRA FBO MARGIE LEE JOE Address:Augusta,GA Investment Related: NO Position, Title, Association: Power of Attorney Employee Start Date: 01/02/2024 No Hours: Yearly No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-16 |
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