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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-10-02 |
| GA | RA | APPROVED | 2011-10-03 |
| OK | RA | APPROVED | 2011-09-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | Atlanta | GA | 09/2011 | Present |
| Bank Of America, N.A. | Atlanta | GA | 12/2011 | Present |
I*2754268, Entity Type: , Name of OBA: P L JR AND M L JTWROS, Address: BARTLETT, Tennessee, 38133, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 08/18/2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-23 |
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