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53 State Street 28Th Floor, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-02-19 |
Branch Locations
2 disclosure categories 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 | Atlanta | GA | 11/2009 | 06/2018 |
| Bank Of America,Na | Atlanta | GA | 12/2009 | 06/2018 |
| Ameririprise Financial Servises Inc | Atlanta | GA | 06/2018 | 06/2018 |
| Unemployed | Atlanta | GA | 06/2018 | 12/2018 |
| Oppenheimer & Co. Inc | Atlanta | GA | 12/2018 | 12/2022 |
| Regimen Wealth, Lcc | Atlanta | GA | 12/2022 | 03/2024 |
| Svb Wealth | Atlanta | GA | 12/2024 | Present |
| First Citizens Bank | Atlanta | GA | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-12 |
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