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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-12-08 |
| TN | RA | APPROVED | 2006-06-08 |
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 : 7691 | Germantown | TN | 12/2005 | Present |
| Bank Of America, N.A. | Germantown | TN | 05/2011 | Present |
I*835247 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Memphis, Tennessee, 38119 Nature of business: Position, title, association: Sole owner, Start date of relationship: 6/1/2022 Number of hours devoted: 10 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: ,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-07 |
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