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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-19 |
| GA | RA | APPROVED | 2026-07-01 |
Branch Locations
3595 Peachtree Industrial Blvd, Duluth, GA 30096 • United States
4242 Six Forks Rd, Raleigh, NC 27609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Roswell | GA | 05/2026 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Roswell | GA | 03/2026 | Present |
| The Home Depot | Atlanta | GA | 05/2025 | 03/2026 |
| Ey | Atlanta | GA | 01/2024 | 03/2025 |
| Unemployed | Alpharetta | GA | 05/2000 | 01/2024 |
| Tapmoney Mortgages | Atlanta | GA | 01/2020 | 05/2023 |
| University Of Georgia | Athens | GA | 01/2021 | 05/2023 |
I*4509272 Entity Type: Entity For Profit Name of OBA: MGTM Capital Address: Alpharetta, Georgia, 30022 Investment Related: No Position, Title, Association: Owner Employee Start Date: 03/09/2026 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly Duties: I am disclosing a passive investment through MGTM Capital, which is connected to a private medical clinic. I invested personal funds. My role is limited to being a silent/passive investor only, and will not use Merrill time in connection with this investment. If my role, duties, or time commitment change in the future, I will notify compliance and obtain any required approval before taking on any additional involvement. Silent Partner/Passive investor. I*4510274 Entity Type: Entity For Profit Name of OBA: My Care Clinic Group Address: Alpharetta, Georgia, 30022 Investment Related: No Position, Title, Association: Officer Employee Start Date: 01/11/2027 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly Duties: This will be the management company for the private clinic. My role is limited to being a silent/passive investor only. No responsibilities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-29 |
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