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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-12-12 |
| FL | RA | APPROVED | 2020-10-22 |
| TX | RA | APPROVED_RES | 2005-11-14 |
| GA | RA | APPROVED | 2005-11-07 |
Branch Locations
2049 Century Park E Pbig - Century City, Los Angeles, CA 90067 • United States
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 | Atlanta | GA | 11/2005 | Present |
| Bank Of America, N.A. | Atlanta | GA | 09/2009 | Present |
I*118598 For profit or not for profit: Non-Profit Organization Name of outside business organization: The S. Foundation Investment related: No Address of business: Atlanta, Georgia 30308 Nature of business: Charitable Organization Position, title, association: Advisory Board Member Start date of relationship: 11/5/2018 Number of hours devoted: 10 hours Quarterly Number of hours devoted during trading hours: 0 Duties: One of the Board of Directors Members of the S. Foundation. My tasks will include attending meetings, advising on fundraising events and volunteering I*: 2190326 Entity Type: Charitable Name of OBA: R. B. Family Foundation Inc Address: Belleair Bluffs, FL 33770 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 03/01/2025 Number of Hours: 1 hr mthly Number of Hours during trading: 0 Duties: The purpose of the entity is to give back to communities in need. I will sit on the board of directors and serve duties revolved around the board.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 1990-11-15 |
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