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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2009-06-18 |
| GA | RA | APPROVED | 2004-04-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Macon | GA | 09/1992 | Present |
| Bank Of America, N.A. | Macon | GA | 12/2009 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-20 |
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