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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-08 |
| GA | RA | APPROVED | 2026-03-03 |
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 | Rincon | GA | 12/2023 | Present |
| Travelpro Products | Pooler | GA | 11/2019 | 12/2023 |
| Jimmy Britt Chrysler Dodge Jeep Ram | Stateboro | GA | 05/2020 | 12/2020 |
| Domino's | Statesboro | GA | 03/2020 | 05/2020 |
| University Of Georgia Dining Services | Athens | GA | 01/2015 | 07/2019 |
| Unemployed | Metter | GA | 07/2019 | 11/2019 |
| University Of Georgia | Athens | GA | 08/2014 | 08/2018 |
| Bank Of America, N.A. | Rincon | GA | 01/2026 | Present |
I*2199280 Entity Type: N/A Name of OBA: MI Tierra Caliente Grocery Market LLC Address: Register, GA Investment Related: No Position, Title, Association: Unofficial advisory role (unpaid) Employee Start Date: 03/2025 Number of Hours: 1 to 2 hours a month Number of Hours during trading: 0 Duties: Performing work regarding marketing and communications as an acting marketing manager as well as advising on business activities in a non-official or otherwise non-controlling manner. I*3403266 Entity Type: Entity For Profit,Entity Publicly Traded Name of OBA: Grifols Address: Statesboro, Georgia, 30458 Investment Related: No Position, Title, Association: Other Employee Start Date: 01/01/2026 Number of Hours: 2, Weekly Number of Hours during trading: 0, Weekly Duties: Biopharma and healthcare solutions company primarily known for running plasma donation centers. Donate plasma.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-02 |
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