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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-01-07 |
| GA | RA | APPROVED | 2021-04-12 |
| TX | RA | APPROVED_RES | 2021-04-07 |
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 | 05/2018 | Present |
| Recycling Rules! | Atlanta | GA | 07/2017 | 05/2018 |
| Pruitthealth | Brookhaven | GA | 03/2014 | 06/2017 |
| Macys | Alpharetta | GA | 10/2017 | 11/2017 |
I*4778284 Entity Type: For Profit Name of OBA: Spark Delivery Address: Bentonville, Arkansas, 72716 Investment Related: No Position, Title, Association: N/A Employee Start Date: 07/04/2026 Number of Hours: 6, Weekly Number of Hours during trading: 0 Duties: Grocery delivery. Delivery driving I*4778283 Entity Type: For Profit Name of OBA: Uber Address: San Francisco, California, 94158 Investment Related: No Position, Title, Association: Employee Start Date: 07/01/2026 Number of Hours: 16, Weekly Number of Hours during trading: 0 Duties: Delivery services and rideshare delivery driving
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-01 |
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