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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-30 |
| GA | RA | APPROVED | 2026-01-26 |
Branch Locations
401 N Tryon St Ci Client Management, Charlotte, NC 28255 • United States
3920 Arkwright Rd Adp-Home Office, Macon, GA 31210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Macon | GA | 10/2025 | Present |
| Marti Loftis State Farm | Brentwood | TN | 09/2018 | 10/2025 |
| Kim Z. Gardner State Farn | Madison Heights | VA | 08/2017 | 09/2018 |
| University Of Mississippi | Oxford | MS | 08/2012 | 07/2017 |
| Wiqo Talk Radio | Forest | VA | 07/2017 | 08/2017 |
| Bank Of America, N.A | Macon | GA | 12/2025 | Present |
I*5199273, Entity Type: , Name of OBA: M G G Trust UAD 03/17/88, Address: Macon, Georgia, 31204, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 08/05/2026, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-23 |
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