Treyce P Addison

Employer firm

Openarc Corporate Advisory, LLC CRD 336837

$10.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2020 → 11/2021
  Raymond James
  Columbus, GA
• 04/2017 → 10/2023
  Target
  Columbus, GA
• 06/2015 → 12/2016
  Michael's
  Birmingham, AL
• 09/2012 → 11/2016
  Justice
  Birmingham, AL
• 07/2020 → 12/2020
  Smiths Station High School
  Smiths Station, AL
• 01/2017 → 02/2017
  Unemployed
  Columbus, GA
• 12/2021 → 03/2024
  Morgan Stanley
  Atlanta, GA
• 03/2024 → 09/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
• 03/2017 → 03/2017
  Shoe Show, Inc.
  Columbus, GA
• 11/2016 → 01/2017
  Von Maur, Inc.
  Birmingham, AL
• 09/2025 → Present
  Openarc Corporate Advisory
  Atlanta, GA

Previous Registrations

• 2024-03-21 → 2025-09-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
• 2021-12-20 → 2024-03-13
  Morgan Stanley
  Atlanta, GA
• 2020-06-16 → 2021-12-10
  Raymond James & Associates, Inc.
  Columbus, GA

Exams

• S66 Uniform Combined State Law Examination
  2020-06-13

Other Names

• Treyce Addison Francis
• Treyce Pauline Addison