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Openarc Corporate Advisory, LLC CRD 336837
$10.1B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3550 Peachtree Road Ne Floor 7, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-09-25 |
| TX | RA | APPROVED | 2025-09-24 |
Branch Locations
3550 Peachtree Road Ne Floor 7, Atlanta, GA 30326 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hsbc Bank Usa N.A. | Bronx | NY | 08/2016 | 08/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Short Hills | NJ | 08/2019 | 09/2025 |
| David Lerner Associates, Inc. | White Plains | NY | 01/2019 | 08/2019 |
| Unemployed | Teaneck | NJ | 09/2018 | 01/2019 |
| Bank Of America, N.A. | Short Hills | NJ | 11/2019 | 09/2025 |
| Openarc Corporate Advisory | Atlanta | GA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2015-11-27 |
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