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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2009-06-18
GA RA APPROVED 2004-04-07
  • TX RA
    APPROVED_RES
    Since 2009-06-18
  • GA RA
    APPROVED
    Since 2004-04-07

Branch Locations

3920 Arkwright Rd, Macon, GA 31210 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Macon GA 09/1992 Present
Bank Of America, N.A. Macon GA 12/2009 Present
Other Businesses

I*132274 Entity Type: For-Profit Organization Name of outside business organization: Evans Family Holdings, LLC Investment related: No Address of business: Macon, Georgia 31210 Position, title, association: Family Held Start date of relationship: 8/3/2020 Number of hours devoted: 0 Number of hours devoted during trading hours: 0 Duties: Manage 2 rental houses I*3991295 Entity Type: HOA, Co-Op, Freehold Name of OBA: Kittles island Dock Association, Inc Address: Darien, Georgia, 31305 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 04/01/2026 Number of Hours: 1, Yearly Number of Hours during trading: 0 Duties: Kittles island Dock Association Inc owns a dock on Atwood Creek dedicated for use by property owners on Kittles island, Ga. There or currently 6 members. The Association manages annual dues as well as upkeep and insurance on the facility As the Association has a pres, VP and Sec/Treasurer, duties of the board of Directors are to appoint officers and attend, if possible, one annual meeting

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-08-30
S63 Uniform Securities Agent State Law Examination 1992-11-20
  • S65 Uniform Investment Adviser Law Examination
    1994-08-30
  • S63 Uniform Securities Agent State Law Examination
    1992-11-20
Other Names
  • Whitney T Evans

View on SEC IAPD

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