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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-06-04 |
| TX | RA | APPROVED_RES | 2025-02-25 |
| GA | RA | APPROVED | 2025-01-13 |
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 | Acworth | GA | 03/2019 | Present |
| Suntrust Bank | Chattanooga | TN | 02/2017 | 03/2019 |
| Aramark Uniform Services | Chattanooga | TN | 05/2014 | 10/2016 |
| Victory Vending (Self Employed) | Cleveland | TN | 08/2016 | 02/2022 |
| Consumer Direct Services | Chattanooga | TN | 02/2024 | Present |
| Bank Of America, N.A. | Acworth | GA | 01/2025 | Present |
I*2132295, Entity Type Entity Charitable, Name of OBA: Consumer Direct Care Address: MissoulaMontana59808 Investment Related: No Position, Title, Association: Employee Employee Start Date: 05/15/2024 No Hours:27 weekly No Hours during trading: 0 weekly Duties:Help with daily chores, activities, projects, etc for kids, adolescents and adults with physical, mental , learning and emotional disadvantages in the community.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-25 |
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