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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2019-11-27 |
| TX | RA | APPROVED | 2019-11-26 |
Branch Locations
3455 Peachtree Rd Ne Pbig - Atlanta Pw, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 06/2019 | Present |
| Citizens Community Bank | Hahira | GA | 05/2017 | 12/2017 |
| Valdosta State University | Valdosta | GA | 08/2013 | 05/2019 |
| Valdosta State University | Valdosta | GA | 07/2016 | 05/2017 |
| Valdosta State University | Valdosta | GA | 01/2018 | 05/2019 |
| Bank Of America, N.A. | Atlanta | GA | 07/2019 | Present |
I*937249, Name of OBA: Valdosta State University Foundation, Inc. Address: Valdosta, GA Investment Related: Yes Position, Title, Association: Board Member Employee Start Date: 12/31/2022 No Hours: 3 Yearly No Hours during trading: 0 Duties: Entity is an endowment board for Valdosta State University. My role would be general membership and helping determine investment policy statement for the Endowment Fund's direction.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-25 |
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