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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-02-27 |
Branch Locations
222 2Nd Ave S, Nashville, TN 37201 • United States
620 S Tryon St, Charlotte, NC 28255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Nashville | TN | 09/2021 | Present |
| Truist | Fort Lauderdale | FL | 07/2012 | 08/2021 |
I*1757274, Entity Type, Name of OBA: Chickering Homeowners Association Inc, Address: Atlanta, GA, 30350, Investment Related: No, Position, Title, Association: Board Mbr, Employee Start Date: 03/18/2024, No Hours: 1.5hrs/Mo, No Hours during trading: 0, Duties: Secretary of homeowners association. Duties to include taking HOA board meeting notes and voting on HOA related matters.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-26 |
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