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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-02-25 |
| TX | RA | APPROVED_RES | 2013-02-06 |
Branch Locations
3455 Peachtree Rd Ne Pbig - Atlanta Pw, Atlanta, GA 30326 • United States
100 Federal St Pbig - Boston Private Wealth Ctr, Boston, MA 02110 • United States
Atlanta, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Naples | FL | 03/2000 | Present |
I AM SECTY/TREAS OF THE AUTO NANNY INC. WHICH IS AN ABSENTEE OWNER AUTOMOTIVE CARE SERVICE BUSINESS OWNED BY MY SPOUSE. I TAKE CARE OF THE BOOKS FOR THE CORP WHICH TAKES 4 HRS/MO.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-09-29 |
| S65 | Uniform Investment Adviser Law Examination | 1997-09-16 |
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