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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-02-25 |
| GA | RA | APPROVED | 2016-01-22 |
Branch Locations
300 Galleria Pkwy Se, Atlanta, GA 30339 • United States
3455 Peachtree Rd Ne, Atlanta, GA 30326 • United States
3455 Peachtree Rd Ne Division - Southeast, Atlanta, GA 30326 • United States
Atlanta, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 06/2005 | Present |
| Bank Of America, N.A. | Atlanta | GA | 06/2011 | Present |
I*3045299Entity Type: Church or Religious OrganizationName of OBA: Archdiocese of AtlantaAddress: Atlanta, GA 30080Investment Related: NoPosition, Title, Association: CommitteeEmployee Start Date: 12/18/2025Number of Hours: 2, MonthlyNumber of Hours during trading: 2, MonthlyDuties: Advisory council to the Archbishop of the Archdiocese of Atlanta. Provides input on confidential matters involving parish employees that may be brought to the Council for review. Advice and counsel as a lay member of the ArchdioceseI*3663285Entity Type: CharitableName of OBA: Our Lady of Lourdes Catholic ChurchAddress: Atlanta, GA 30312Investment Related: NoPosition, Title, Association: CommitteeEmployee Start Date: 02/02/2026Number of Hours: 2, MonthlyNumber of Hours during trading: 0Duties: Religious organization Member of the Finance Council I*4560276 Entity Type: Fiduciary Role Name of OBA: J E Address: Atlanta, Georgia, 30331 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 05/13/2026 Number of Hours: 5, Monthly Number of Hours during trading: 0, Monthly Duties: In-Laws
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-11 |
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