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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-08-30 |
| GA | RA | APPROVED | 2022-07-14 |
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 | Decatur | GA | 12/2021 | Present |
| Aaa/Acg | Atlanta | GA | 07/2020 | 12/2021 |
| American Family Insurance Thele Moore Agency | Stone Mountain | GA | 11/2018 | 07/2020 |
| Allstate Insurance Wayne Copper Agency | Stone Mountain | GA | 01/2018 | 11/2018 |
| Nalley Hyundai (Asbury Automotive Group) | Lithonia | GA | 06/2017 | 01/2018 |
| Malcolm Cunningham Hyundai | Lilburn | GA | 11/2016 | 06/2017 |
| Financial Design Associates/ Mass Mutual | Jacksonville | FL | 01/2015 | 12/2016 |
| Bank Of America, N.A. | Decatur | GA | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-01 |
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