Charles Ikner

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-11-03
GA	RA	APPROVED	2025-08-01

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Atlanta	GA	09/2022	Present
Bank Of America	Atlanta	GA	09/2022	03/2025
Wells Fargo	Atlanta	GA	12/2021	09/2022
Northwestern Mutual	Atlanta	GA	09/2021	01/2022
Tmx Finance	Atlanta	GA	01/2019	09/2021
Total Quality Logistics	Atlanta	GA	06/2018	01/2019
Georgia Southern University	Atlanta	GA	08/2013	12/2017
Dynamic Marketing Concepts Inc	Sandy Springs	GA	02/2018	03/2018
Bank Of America, N.A.	Atlanta	GA	04/2025	Present

09/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Atlanta, GA
09/2022 → 03/2025

Bank Of America

Atlanta, GA
12/2021 → 09/2022

Wells Fargo

Atlanta, GA
09/2021 → 01/2022

Northwestern Mutual

Atlanta, GA
01/2019 → 09/2021

Tmx Finance

Atlanta, GA
06/2018 → 01/2019

Total Quality Logistics

Atlanta, GA
08/2013 → 12/2017

Georgia Southern University

Atlanta, GA
02/2018 → 03/2018

Dynamic Marketing Concepts Inc

Sandy Springs, GA
04/2025 → Present

Bank Of America, N.A.

Atlanta, GA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-07-31