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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-03-20 |
| GA | RA | APPROVED | 2023-12-07 |
Branch Locations
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Alpharetta | GA | 05/2020 | Present |
| Chick-Fil-A | Stockbridge | GA | 11/2018 | 05/2020 |
| Starbucks | Peachtree City And Fairburn | GA | 04/2015 | 12/2018 |
| Georgia Perimeter | Statesboro | GA | 08/2019 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-05 |
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