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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 1996-01-25 |
| AL | RA | APPROVED | 1994-10-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Anniston | AL | 06/1994 | Present |
| Bank Of America, N.A. | Anniston | AL | 10/2009 | Present |
I*56502 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: MODEL CITY MANAGEMENT GROUP INC INVESTMENT RELATED: Y ADDRESS OF BUSINESS: ANNISTON, ALABAMA 36202 NATURE OF BUSINESS: LLC POSITION, TITLE, ASSOCIATION: OWNER START DATE OF RELATIONSHIP: 9/16/1996 NUMBER OF HOURS DEVOTED: 1 HOUR MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: PURCHASE, SELL, AND RECEIVE RENTAL INCOME FROM RENTAL PROPERTIES. I PRIMARILY FIND THE PROPERTIES, NEGOTIATE THE PURCHASE AND/OR SALE, AND PAY THE BILLS FOR THE MANAGEMENT GROUP. I HAVE A LEASING AGENT WHO HANDLES RENTING AND RECEIVING RENTAL INCOM I*: 1048639 Name of OBA: UAB Address: Birmingham, Alabama Investment Related: No Position, Title: Other Employee Start Date: 10/27/2022 No Hours: 1 hr Monthly No Hours: during trading: 0 Duties: Being paid a nominal amount for participating in an experimental sleep study I*: 2239290 Entity Type: School Name of OBA: Donoho School Address: Anniston, Alabama Investment Related: No Position, Title, Association: board member Employee Start Date: 04/2025 Number of Hours: 3 hrs annually Number of Hours during trading: 0 Duties: Review of the budget (revenues & expenses for the school on an annual basis to present to the other board members. I*2249268, Entity Type: , Name of OBA: W B, Address: Anniston, Alabama, 36202, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 24-Mar-2025, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties: I*2267284, Entity Type: , Name of OBA: C B, Address: Anniston, Alabama, 36202, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 28-Mar-2025, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-18 |
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