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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-06-28 |
| GA | RA | APPROVED | 2009-10-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 10/2009 | Present |
| Bank Of America, N.A. | Atlanta | GA | 05/2011 | Present |
I*105567 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: J. D. LIFE COACHING INVESTMENT RELATED: NO ADDRESS OF BUSINESS: ATLANTA, GEORGIA 30339 NATURE OF BUSINESS: SOLE PROPRIETORSHIP POSITION, TITLE, ASSOCIATION: OWNER START DATE OF RELATIONSHIP: 5/24/2017 NUMBER OF HOURS DEVOTED: 3 HOUR MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: LIFE COACHING - ACTING AS A STRATEGIC PARTNER HELPING PEOPLE FIND CONGRUENCE BETWEEN WHAT THEY SAY THEY WANT AND THE BEHAVIOR THEY DISPLAY I*: 2575294 Entity Type: Fiduciary role Name of OBA: D. Family Trust Address: Atlanta, GA 30339 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 06/24/2025 Number of Hours: 0 Number of Hours during trading: 0 Duties: Co-Trustee for The D. Family Trust. A living trust created for estate purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 1991-03-06 |
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